Eliott Einarson
Advising Representative - Client Relationship Manager, Partner & Certified Financial Planner at Exponent Investment Management | Winnipeg, Manitoba, Canada
Eliott Einarson’s Email & Phone Number
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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
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
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 ManagementThe 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
Fundamental Value is Only Found Through Honest Inquiry
Certified Financial Planner at Exponent Investment Management
(Feb 2020 – Present)
I help pre-retirees and retirees plan their retirement income.
Partner & Associate Portfolio Manager, CIM, PFP at Exponent Investment Management
(Sep 2012 – Present)
Chief Investment Strategist & Partner at Exponent Investment Management
Chief Investment Strategist & Partner at Exponent Investment Management
(Jul 2012 – Present)
Partner, Portfolio Manager at Exponent Investment Management
Partner, Portfolio Manager at Exponent Investment Management
(Jan 2019 – Present)
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...
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.