Chief Investment Strategist
Exponent Investment Management
Graham has enjoyed over 4 decades in Canadian and global markets. Now in his 41st year serving Canadians, his experience spans the pension field where his career began on Bay Street with the venerable Royal Trust, a major money manager as a Senior VP, a major global Swiss Bank as their Chief Investment Officer in Canada and now his current role as Chief Investment Strategist and Partner at boutique firm Exponent Investment Management. An investment specialist who coined the term "portfolio engineering" post Black Monday 1987, Graham has applied this system in developing the foundation to create risk adverse accounts, ESG based portfolios and portfolios suited for the "grey retirement tsumani" that many nations face. A student who embraces change, Graham has close to 30 years of contined education with AIMR and believes strongly in keeping current. Graham also holds a CFP and a TEP (Trust and Estate Practitioner) designation which has come in very handy in the client planning process and bridging with the legal community. In his spare time, Graham enjoys his charity/community work, time at the cottage, gardening, his two dogs and cats and global travel/education with his wife.