BENOIT POLIQUIN, CFA, CFP
President & Portfolio Manager
ON, QC, MB, AB, BC, YT
ALEX BERNIER, PFP, CFP
Partner
ON, QC
SHANNON BOSCHY, CIM, BFA, CFP
MARLÈNE CHAINÉ, CIM, PFP
Partner & Associate Portfolio Manager
ON, QC, AB, BC
TYSON CHARLEBOIS, CFA
Partner & Portfolio Manager
ON, QC, SK, YT
STEPHAN DESBIENS, CIM, PFP
ELIOTT EINARSON, CFP, CIM
Partner & Advising Representative – Client Relationship Manager
MB, ON, SK, BC
MATHEW HALL, CFA, CFP
GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC
ON
Graham Mayes, CFP, TEP, MTI
ON, QC, AB, BC, NS
Scott Spence, CFP®, CFDS®, CEA®, CIM®, FCSI®
ON, MB, BC
Operations Team
RYAN CAMERON
Marketing Manager
JESSICA EL-SHEIKH ALI
Investment Account Manager
DARRELL MAYO, MFIN
Associate Portfolio Manager & Trader
GLORIA CHAMOUN
Operations Manager