Real People, Real Assets

Building wealth to last your lifetime shouldn’t be a stressful task. Find comfort and confidence in our independent investment managers, specializing in wealth management, portfolio management and financial planning.

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Customized Solutions For All

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Exponent Investment Management offers wealth management and financial planning services. 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.

I have money to invest in my future but I need guidance. I've spoken to my bank but I feel like they are more interested in what's best for the bank. I'm looking for a more custom solution.

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I have a portfolio with a bank because I thought that they were the safest place to put my money. Now that I know that private investment management offers the same security but also offers a more custom financial plan, I'm interested in how this would benefit me.

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I've invested with a wealth management company but I don't feel that their strategy aligns with mine. I have a unique situation and I need a more experienced strategist to help navigate my portfolio.

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What we do

Wealth Management Services

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Financial Planning

We can help you determine your long-term financial vision and help create a road map to get you to your destination.

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Investment Management

We offer discretionary investment management to help you reach your financial goals.

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Portfolio Review

We help you understand your complete portfolio by providing an in-depth analysis of your current situation.

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Individual Pension Plans

We will give you a detailed breakdown of how the Individual Pension Plan could fit with your situation.

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Why Exponent

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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.

Professional & Qualified

We pride ourselves on hiring only professionally qualified advisors with an average of 15 years experience. 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.

Safety of Investments

Our clients’ investments are held with National Bank Correspondent 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.

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Schedule a 15-minute consultation with us to get started.

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Who we are

About Us

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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

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Benoit Poliquin, CFP, CFA

President & Lead Portfolio Manager

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Benoit Poliquin, CFP, CFA

President & Lead Portfolio Manager

20 Years of Industry Experience

Benoit’s career in wealth management began in 1996 and he has had the privilege of working for three financial institutions delivering investment solutions since the beginning. In 2000, Benoît became a registered portfolio manager working exclusively for private clients with a focus on generating growth of both capital and income. In addition to his extensive experience in wealth management, Benoit has taught courses in derivatives, international finance and fixed income investments at the Ottawa University’s Telfer School of Management.

At Exponent Investment Management, Benoit is responsible for the portfolio management and research efforts. Benoit is a member of the CFA institute and the CFA Society of Ottawa along with being a Certified Financial Planner in good standing.

In his spare time Benoit enjoys coaching his children’s amateur team sports in addition to playing tennis, golf and downhill skiiing. In addition, Benoit enjoys giving back to his local community by way of donating his time to speaking engagements and lending his expertise and experience to community groups.

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Graham Mayes, CFP, TEP, MTI

Chief Investment Strategist & Partner

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Graham Mayes, CFP, TEP, MTI

Chief Investment Strategist & Partner

36 Years of Industry Experience

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).

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Mathew Hall, CFA, CFP

Partner & Portfolio Manager

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Mathew Hall, CFA, CFP

Partner & Portfolio Manager

13 Years of Industry Experience

Mr. Hall has over 10 years of experience with one of the largest Canadian financial institutions helping private clients with their banking, credit and investment management strategies. Mathew Hall obtained his Chartered Financial Analyst (CFA) Charter and the Certified Financial Planner (CFP) designation. He is a member of the CFA Institute and the CFA Ottawa Society.  Mr. Hall provides customized, in depth investment advice, insurance strategies and financial planning for clients and their families.  Areas of expertise include planning for business owners, individuals with disabilities, ex-pats, inter-generational wealth transfers, retirees and those approaching retirement, and charitable bequests.

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Stephan Desbiens, CIM, PFP

Partner & Associate Portfolio Manager

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Stephan Desbiens, CIM, PFP

Partner & Associate Portfolio Manager

19 Years of Industry Experience

Stephan Desbiens joined Exponent as a partner after 16 years of working with retail and institutional investors, mainly with 2 of Canada’s largest banks. Having successfully served private and corporate clients as an Investment Advisor, he recognized the need for truly dedicated portfolio management. “Exponent Investment Management is an evolution of my service offering. Clients need to feel comfortable with their finances and know that a team of dedicated professionals are always monitoring their portfolio”.

Listening and understanding are the foundation for your portfolio team to establish your needs and to help you with solutions that are comfortable for you first. After sitting down with you along with a Portfolio Manager, we will deliver a personal proposal which will clearly outline what we can do for you.

Outside of work, Stephan enjoys time with his kids and is involved in the community through sports and volunteering with various youth and charitable entities.

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Marlène Chainé, CIM

Partner & Associate Portfolio Manager

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Marlène Chainé, CIM

Partner & Associate Portfolio Manager

21 Years of Industry Experience

Marlene’s career in the financial services industry started over twenty years ago. Her vast experience includes successful stops in the life insurance, mutual fund and banking sectors before having the privilege of working in the private investment management department.

Marlene’s strength is working with private individuals and helping them solve some of their more complex financial issues. Her knowledge in areas such as succession planning in Quebec and Ontario, taxes, insurance as well as investment management services enables Marlene to cater to her clientele which largely comprises of widows, retirees, farmers, professionals and business owners.

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Eliott Einarson, CFP

Partner

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Eliott Einarson, CFP

Partner

Eliott's experience, since 2007, working with couples and individuals investing for and entering retirement has given him an insightful understanding of the issues facing retirees and the importance of an expert retirement plan to ensure success throughout retirement.

As a Certified Financial Planner, Eliott's commitment is to develop long-term relationships with his clients, implementing sound retirement strategies to maximize income and minimize risks, giving clients confidence and peace of mind about achieving their retirement plans. He takes time to listen, with the intention of getting to know his clients better to accurately understand their objectives so he can provide guidance and solutions in a well-constructed, written financial plan.

Eliott understands that each retirement situation is unique and uses his expertise and detailed process to create a personalized approach to retirement income planning. Many factors are unique to each retirement situation, and his thorough financial planning process combined with a balanced approach to investing will lead to long-term success and help his clients achieve all their financial dreams.

Credentials

Bachelor of Education 2003
Bachelor of Arts 2001
Life License Qualifying Program
Life and Accident & Sickness Insurance Licenses
Canadian Investment Funds Course
CFP Core Curriculum courses
Certified Financial Planner 2016

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Gerret W. Kavanagh, BSc, MBA, CIM, FSCI, CFP, CLU, CFA

Partner and Associate Portfolio Manager

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Gerret W. Kavanagh, BSc, MBA, CIM, FSCI, CFP, CLU, CFA

Partner and Associate Portfolio Manager

Gerret entered the investment industry in 1985 and has earned a wealth of experience being an integral part of many senior Investment Adviser teams over the years. Well-versed in all aspects of investment management, Gerret’s particular interest is option trading geared towards generating both regular income and capital gains.

He graduated from St. Michael’s College School in Toronto and obtained an Honours Bachelor of Science degree in Geology from Western University (graduating on the Dean’s Honour List) and a Master of  Business Administration (Finance) from the University of British Columbia. He has completed a comprehensive list of industry courses, receiving numerous designations, and is a CFA® charterholder. Gerret is a Partner and Associate  Portfolio Manager at Exponent Investment Management.

Gerret spends his spare time with his family and their dogs (an Alaskan malamute and a Shetland sheepdog), gardening, and playing hockey several times a week year round. A jigsaw puzzle aficionado, he is currently working on his largest puzzle yet, a 32,000 piece Ravensburger New York City skyline.

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Exponent Investment Management