Customized Solutions For All
Exponent Investment Management offers 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.Learn More
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.Learn More
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.Learn More
What we do
We can help you determine your long-term financial vision and help create a road map to get you to your destination.Find Out More
We offer discretionary investment management to help you reach your financial goals.Find Out More
We help you understand your complete portfolio by providing an in-depth analysis of your current situation.Find Out More
Individual Pension Plans
We will give you a detailed breakdown of how the Individual Pension Plan could fit with your situation.Find Out More
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.
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.
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.
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.
Who we are
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.
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
Tools for you
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