Trusted Company For Wealth Management

Build your wealth, and sustain long-term growth with our expert wealth management. 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

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.

I Need a Plan I've Invested With a Bank I Already Have a Portfolio

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

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

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.

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

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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.