PDF Download: Am I Getting Value From My Advisor Checklist

Investors should always consider the value of the advice Vs the fees they pay.

Download the checklist here

What Our Clients Are Saying


These guys are great. Benoit and the Exponent team actually focus on finding the best investments rather than just selling mutual funds. Well worth talking to!

- Robert B


Have been with Exponent Investment Management for many years now. They not only manage my family estate but also my personal files. Stephan Desbiens has done an excellent job of managing my personal portfolio from day one. What has impressed me the most is his ability in the financial planning side of the investments. The estate needs to pay funds to the recipients on an on-going basis and this requires attention to details to ensure this occurs. Highly recommend Stephan and the team at Exponent.

- Mark S


I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.

- Paul S