Franchise Opportunity

Why Franchise with Exponent?

  • In house marketing team - we provide you with monthly leads!
  • Proven Sales Process
  • Do less admin work
  • Do more client facing work and less HR
  • Find a true partner that will take one the investment management responsibilities as well as all the administrative and compliance burden
  • Be part of a team, not a cog in the wheel
  • Simplify your life, monetize your most prized asset: your book

Apply Now

advisors

What we are looking for

Are you a highly skilled advisor with a client first approach to your advisory practice?

Are you accomplished with your CIM designation or CFA charter?

Do you have an ability to grow your own business?

Sick and tired of the corporate BS where you must put the interests of the firm before those of your client’s?

About Us

We are a portfolio management firm that has demonstrated performance and corporate history.

A marketable platform as well as established sales and lead generation process.

We have multiple offices and are looking to expand nationally.

And our payout is pretty darn good…just sayin’!

exponent standing around
exponent standing around

About Us

We are a portfolio management firm that has demonstrated performance and corporate history.

A marketable platform as well as established sales and lead generation process.

We have multiple offices and are looking to expand nationally.

And our payout is pretty darn good…just sayin’!

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

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
Ryan Cameron
Ryan Cameron
Marketing Manager
Nolan How
Nolan How
Intern

Toronto Office

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

Winnipeg Office

Exponent Investment Management