Franchise Opportunity

Why Franchise with Exponent?

  • The firm conducts national marketing campaigns to generate leads
  • Proven Sales Process
  • Do less admin work
  • Do more client facing work and less HR
  • Find a true partner that will take on 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

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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

Gloria New Website Pic web
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

Exponent Investment Management