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Chief Investment Strategist & Partner
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, Graham has also held a senior executive position at Guardian Capital Advisors LP as well as Regional Director and Investment Counselor at Royal Trust Investment Counsel managing private wealth and chairing various strategy and policy committees.
Today, Graham’s role at Exponent includes direct portfolio management, investment analysis, asset oversight, allocation and portfolio engineering. Graham is a member of the CFA Institute and the CFA Society of Ottawa.
Outside of the office, Graham enjoys cottage life, the martial art of Tae Kwon Do where he practiced as a Black Belt for 22 years, serving on the Board of FM-CFS Canada as immediate Past Chair and teaching when called upon for Humber College in their Pension Benefits Program (Finance).