Customized Solutions For All
Exponent offers services related to fund management. From the simple retirement income plan to the complex estate, business, and corporate plans, Exponent Investment Management will help you achieve your desired financial future.
What we do
Wealth Management Services
Financial Planning
We can help you determine your long-term financial vision and help create a road map to get you to your destination.
Find Out MoreInvestment Management
We offer discretionary investment management to help you reach your financial goals.
Find Out MorePortfolio Review
We help you understand your complete portfolio by providing an in-depth analysis of your current situation.
Find Out MoreIndividual Pension Plans
We will give you a detailed breakdown of how the Individual Pension Plan could fit with your situation.
Find Out MoreWhy Exponent
Unbiased Advice
We don’t work for anyone but you, meaning our only agenda is your agenda. Because we are not bound to a specific suite of products, we are able to offer you unbiased advice that caters specifically to your financial situation, needs and goals.
Clear Fees
We do not make commissions on trades - our fees are based on the assets under our management. This allows us to operate with complete transparency on compensation and costs. Because our success depends entirely on the prosperity of your account, our incentives align with your best interests in wealth management.
Professional & Qualified
We pride ourselves on hiring only professionally qualified advisors with an average of 15 years experience for providing professional fund management services. It is important to us that our advisors have experienced many market conditions and have the expertise to oversee your financial life safely.
Proven Approach
Financial freedom rarely happens by accident. That’s why it is important to have a financial plan and advisors to help guide you through decisions rationally and with a longer-term focus. No two people have the same financial history or future, but with proper management and a clear strategy we can help you reach your financial goals.
Long-Term Relationships
We continue to build our reputation on the legacy we’ve built for our clients. We value quality and long-term relationships that span generations. We see ourselves as trusted advisors that help to build financial freedom through certified solutions for wealth management.
Safety of Investments
Our clients’ investments are held with National Bank Independent Network or Credential Correspondent Partners. Because these are secure third-party custodians, our clients have the assurance and peace of mind that their assets are just as safe as they would be at a traditional bank.
Our Process
Our goal is to help clients move from active or professional income to passive retirement income.
The first step is to make an assessment by way of a financial plan. This plan can be as detailed or general as required by your circumstances and interest level. The financial plan will inventory your income sources (pensions, investments, savings, etc.) against your desired lifestyle. This exercise may identify a gap or a surplus. We will provide you with a roadmap to close this gap, and conversely, if you are in a surplus situation, how to manage this surplus.
The implementation of the financial plan is the second step in our process. We will build a custom investment portfolio comprised of mostly dividend paying stocks from Canada, the United States, Europe and beyond. This portfolio will encompass your particular tax and financial situation as well as your personal goals. The management is turnkey… we handle all the buy and sell decisions on your behalf. The end goal is to earn an investment income that is consummate with your planning needs, all the while increasing the capital and the income from the capital over time.
Investment Process
Leveraging the investment experience of over 100 years of our Portfolio Managers, we look for quality companies that have a history, an ability and a policy of rewarding shareholders by way of earnings and sales growth, combined with growing dividends and/or share buybacks. Our stock universe includes Canada, the United States, Europe and more mature overseas markets. Ideally, we like to purchase these shares at opportunistic valuations and will not shy away from selling these great companies should the valuations become excessively expensive.
Who we are
About Us
Our Approach
Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations.
Exponent Investment Management Inc. is not a sales organization remunerated by product sales, volumes, quotas or the number of generated transactions. Our investment decisions are completely independent and free of biases. Our fees are transparent and generally much lower than retail management products.
Our Experience
Combined, our carefully curated team of consultants has over 100 years of relevant experience, education and accreditation. This unique team of people is the cornerstone of Exponent’s success.
Often, people come to us when dealing with significant wealth for the first time. This wealth could be the result of a very difficult emotional or stressful period (death, health issues, divorce, or the sale of a business). Other times, it is the culmination of a lifelong career, of saving and sacrifice, or a family legacy that they wish to pass on. Regardless of the situation, the dependability of our team's proven experience and the calibre of our stewardship bring comfort to those with wealth in our care.
Who we are
Our Team
Ottawa Office
Tyson Charlebois, CFA
Partner & Portfolio Manager
Operations
Jessica El-Sheikh Ali
Investment Account Manager
Toronto Office
Winnipeg Office
Tools for you
Market Insights
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