Financial Services

Navigating personal finances can often feel like a labyrinth of risks, volatility and difficult decisions. It’s no wonder that many people feel overwhelmed at the prospect of doing it themselves.

At Exponent, we apply our years of experience and market knowledge to help you navigate these decisions.

Together we identify and develop the best possible financial strategy for you, based on your current and future income, investments, goals and lifestyle. The result is a significantly less stressful relationship with the future of your finances.

One of the ways in which Exponent has earned its trusted reputation amongst its high net worth clientele is our team’s ability to integrate unique custom solutions for all of the complications that arise when people of means accumulate wealth.

Our

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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Book a Consultation

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, 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