Trusted Financial Advisor in Kelowna: Expert Guidance for Your Financial Goals

Exponent Investment Management helps you achieve peace of mind by giving you the confidence to know that your goals are within reach. Our job is to develop a strategy to make that a reality.

Which Scenario Best Describes Your Situation?

Pre-Retirees &
Retirees

Business
Owner-Manager

Corporate
Executive

Accountant
Professional

Health Care
Professional

Multi-Generational Business Shareholder

Windfall
Recipient

Sports And Entertainment Professional

About Us

Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.

Exponent Investment Management Wealth Management
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Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.

Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.

Your Exponent Experience

Make your dreams a reality. Take the next step in your journey with us.
Exponent

Introductory meeting

You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.

Financial Plan

A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.

Plan Implementation

A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.

Ongoing Review

Whether your situation has changed or remains the same regular checkups are important for staying on track.

Your Advisor

Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.

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