Eliott Einarson, Advising Representative - Client Relationship Manager, Partner & Certified Financial Planner  at Exponent Investment Management

Eliott Einarson

Advising Representative - Client Relationship Manager, Partner & Certified Financial Planner at Exponent Investment Management | Winnipeg, Manitoba, Canada

Profile last verified October 2026
Financial Services Verified Profile Winnipeg, Manitoba, Canada Canadian Securities Institute
Verified

Work Email

***@ex-ponent.com

Last verified May 2026

Phone Number

1-8*****

Canada • Mobile

Free account · No credit card · 5 profiles/month

Eliott Einarson Socials
Eliott Einarson Work Experience

Independent Insurance Advisor at Independent in January 2008 - Present

Advising Representative - Client Relationship Manager, Partner & Certified Financial Planner at Exponent Investment Management in October 2017 - Present

Financial Advisor, IPC Investment Corporation at Investment Planning Counsel in September 2007 - September 2017

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Educator at Rolling River School Division in January 2003 - January 2007

Eliott Einarson Education

Canadian Securities Institute, CIM (Chartered Investment Manager), November 2026

Financial Planning Standards Council, November 2026

The Canadian Institute of Financial Planning, Diploma in Financial Planning, November 2026

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Brandon University, B. Ed., November 2026

University of Manitoba, November 1999 to November 2026

Eliott Einarson Skills
Retirement Retirement Planning Strategic Financial Planning Investments Strategy Investment Strategies Financial Services Investment Advisory Wealth Management Public Speaking Small Business Estate Planning Mutual Funds Wealth Personal Finance Financial Advisory Fixed Annuities Financial Planning Investment Management Shotokan Karate
About Eliott Einarson’s Current Company
Exponent Investment Management

Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.

Discover more about Exponent Investment Management
Eliott Einarson’s Colleagues
Benoit Poliquin

Benoit Poliquin

Greater Ottawa Metropolitan Area

The Path to Financial Independence for Business Owners, Professionals and Executives.

Manage Investments (stocks, bonds, options) on behalf of private clients with a focus on income + growth

Shannon Cim

Shannon Cim

Ottawa, Ontario, Canada

Fundamental Value is Only Found Through Honest Inquiry

Certified Financial Planner at Exponent Investment Management
(Feb 2020 – Present)

Stephan Desbiens

Stephan Desbiens

Ottawa, Ontario, Canada

I help pre-retirees and retirees plan their retirement income.

Partner & Associate Portfolio Manager, CIM, PFP at Exponent Investment Management
(Sep 2012 – Present)

Graham M

Graham M

Ottawa, Ontario, Canada

Chief Investment Strategist & Partner at Exponent Investment Management

Chief Investment Strategist & Partner at Exponent Investment Management
(Jul 2012 – Present)

Tyson Charlebois

Tyson Charlebois

Ottawa, Ontario, Canada

Partner, Portfolio Manager at Exponent Investment Management

Partner, Portfolio Manager at Exponent Investment Management
(Jan 2019 – Present)

John Vachon

John Vachon

Ottawa, Ontario, Canada

Trusted Partner for Holistic Wealth Management

As a 360-degree Financial Planning Advisor, I provide holistic financial strategies tailored to high-net-worth individuals and families. My approach integrates financial planning, legacy planning, banking solutions, and direct collaboration with our in-house Private Investment...

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Frequently asked questions about Eliott Einarson

What is Eliott Einarson email address?

Email Eliott Einarson at [email protected]. This email is the most updated Eliott Einarson's email found in 2026.

What is Eliott Einarson phone number?

Eliott Einarson phone number is 1-866-410-5131.

How to contact Eliott Einarson?

To contact Eliott Einarson send an email to [email protected]. If you want to call Eliott Einarson try calling on 1-866-410-5131. (updated on October 15, 2025)

What company does Eliott Einarson work for?

Eliott Einarson works for Exponent Investment Management.

What is Eliott Einarson's role at Exponent Investment Management?

Eliott Einarson is Advising Representative - Client Relationship Manager, Partner & Certified Financial Planner

What industry does Eliott Einarson work in?

Eliott Einarson works in the Financial Services industry.

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