Exponent Investment Management - Financial advisors in Ottawa, Canada.

Retirement Financial Health Checkup

Want to know how your financial health is doing? 

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Step 1. Your situation

Enter your gross income, including your salary for the period selected.
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Retirement Calculator Canada

Full Analysis

This retirement calculator is easy to use and can be filled out in less than 5 minutes. At the end there will be a report that you can print off or you can speak to one of our advisors about your results.

Are You On The Right Path?

Why Exponent

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.

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.

What Our Clients Are Saying

5/5

These guys are great. Benoit and the Exponent team actually focus on finding the best investments rather than just selling mutual funds. Well worth talking to!

- Robert Benell

5/5

I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.

- Paul Stevenson