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

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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 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 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

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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.

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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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Ottawa Office

Benoit Poliquin
Benoit Poliquin, CFA, CFP
President & Lead Portfolio Manager
Graham Mayes
Graham Mayes, CFP, TEP, MTI
Chief Investment Strategist & Partner
Mathew Hall
Mathew Hall, CFA, CFP
Partner & Portfolio Manager
Tyson Charlebois
Tyson Charlebois, CFA
Partner & Portfolio Manager
Stephan Desbiens
Stephan Desbiens, CIM, PFP
Partner & Associate Portfolio Manager
Marlène Chainé
Marlène Chainé, CIM
Partner & Associate Portfolio Manager

Operations

Gloria Semaan
Gloria Semaan
Operations Manager
Darrell Mayo
Darrell Mayo, MFIN
Associate Portfolio Manager & Trader
Jessica El-Sheikh Ali
Jessica El-Sheikh Ali
Investment Account Manager

Toronto Office

Gerret W. Kavanagh
Gerret W. Kavanagh, CFA, CIM, CFP, FCSI, CLU, MBA, BSC
Partner & Associate Portfolio Manager

Winnipeg Office

Tools for you

Market Insights

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Tools for you

Our Reports

Exponent Investment Management