Ottawa Office
BENOIT POLIQUIN, CFA, CFP
President & Portfolio Manager
Graham Mayes, CFP, TEP, MTI
Portfolio Manager & Partner
MATHEW HALL, CFA, CFP
Partner & Portfolio Manager
TYSON CHARLEBOIS, CFA
STEPHAN DESBIENS, CIM, PFP
Partner & Associate Portfolio Manager
MARLÈNE CHAINÉ, CIM
Partner
SHANNON BOSCHY, BFA, CFP
ALEX BERNIER, PFP, CFP
Operations
GLORIA SEMAAN
Operations Manager
DARRELL MAYO, MFIN
Associate & Trader
JESSICA EL-SHEIKH ALI
Investment Account Manager
RYAN CAMERON
Marketing Manager
NOLAN HOW
Analyst
Toronto Office
GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC
Winnipeg Office
ELIOTT EINARSON, CFP
SCOTT SPENCE, CFP, CDFA, CIM, FCSI, Q.MED