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Gerret W. Kavanagh, BSc, MBA, CIM, FSCI, CFP, CLU, CFA

Gerret entered the investment industry in 1985 and has earned a wealth of experience being an integral part of many senior Investment Adviser teams over the years. Well-versed in all aspects of investment management, Gerret’s particular interest is option trading geared towards generating both regular income and capital gains. He graduated from St. Michael’s College…

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Eliott Einarson, CFP

Eliott’s experience, since 2007, working with couples and individuals investing for and entering retirement has given him an insightful understanding of the issues facing retirees and the importance of an expert retirement plan to ensure success throughout retirement. As a Certified Financial Planner, Eliott’s commitment is to develop long-term relationships with his clients, implementing sound…

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Marlène Chainé, CIM

21 Years of Industry Experience Marlene’s career in the financial services industry started over twenty years ago. Her vast experience includes successful stops in the life insurance, mutual fund and banking sectors before having the privilege of working in the private investment management department. Marlene’s strength is working with private individuals and helping them solve…

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Stephan Desbiens, CIM, PFP

19 Years of Industry Experience Stephan Desbiens joined Exponent as a partner after 16 years of working with retail and institutional investors, mainly with 2 of Canada’s largest banks. Having successfully served private and corporate clients as an Investment Advisor, he recognized the need for truly dedicated portfolio management. “Exponent Investment Management is an evolution…

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Mathew Hall, CFA, CFP

13 Years of Industry Experience Mr. Hall has over 10 years of experience with one of the largest Canadian financial institutions helping private clients with their banking, credit and investment management strategies. Mathew Hall obtained his Chartered Financial Analyst (CFA) Charter and the Certified Financial Planner (CFP) designation. He is a member of the CFA…

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Graham Mayes, CFP, TEP, MTI

36 Years of Industry Experience Graham’s career in Financial Services began with the Institutional Pension Services function of Royal Trust in 1981. Prior to joining Exponent, Graham was the Chief Investment Officer for the Canadian operations for the European Financial Group (EFG Wealth Mgmt Canada), one of Switzerland’s top tier private banks. Over the years,…

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Benoit Poliquin, CFP, CFA

20 Years of Industry Experience Benoit’s career in wealth management began in 1996 and he has had the privilege of working for three financial institutions delivering investment solutions since the beginning. In 2000, Benoît became a registered portfolio manager working exclusively for private clients with a focus on generating growth of both capital and income….

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