I Need A Financial Plan

Our certified financial planners adopt a simple approach that focuses on designing financial services according to the need of our clients.

You have some investments, some RRSPs, a TFSA and money set aside for a rainy day. You’ve managed to get your money working for you, but you know it should be doing more. Between fees, taxes, and missed opportunities, you worry that by the time you get to enjoy your wealth, there will be nothing left.

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The Exponent Solution

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First and foremost, Exponent is focused on the long-term success and security of your customized portfolio. We want to make sure you are confident and comfortable with your financial future. Our investment strategy, security standards, and service approach are designed to earn your trust, organize your financial efforts and grow your wealth. We’ll pair you with one of our certified financial planners who can deal with your specific financial aspirations and desired level of engagement. Book a 15-minute consultation and we’ll help ascertain a better plan to manage your financial future.

Services

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Tax Planning & Management

We want to make sure you have an optimized tax strategy. Our personal financial planners will provide you with the support you need on both business and personal fronts. Their vast experience in this field will help you achieve your desired financial goals.

Risk Management

Understanding and managing risk is something that our financial advisors will help you navigate. Let’s make sure you have contingency plans in place and are aware of the insurance options available to you.

Asset Allocation

Whether you are saving for retirement, drawing retirement income or investing for future generations, we will work with you to create a portfolio with a mix of asset classes as unique as you are.

Free Resources

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

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Who we are

Our Team

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Ottawa Office

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Benoit Poliquin, CFA, CFP
President & Portfolio Manager
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Graham Mayes, CFP, TEP, MTI
Partner & Portfolio Manager
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Mathew Hall, CFA, CFP
Partner & Portfolio Manager
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Tyson Charlebois, CFA
Partner & Portfolio Manager
 
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Stephan Desbiens, CIM, PFP
Partner & Associate Portfolio Manager
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Shannon Boschy, BFA, CFP
Partner
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Alex Bernier, PFP, CFP
Partner

Operations

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Gloria Semaan
Operations Manager
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Darrell Mayo, MFIN
Associate Portfolio Manager & Trader
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Jessica El-Sheikh Ali
Investment Account Manager
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Ryan Cameron
Marketing Manager
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Nolan How
Intern

Toronto Office

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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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Exponent Investment Management