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Exponent Investment Management - Financial advisors in Ottawa, Canada.
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Menu
  • Solutions
    • I Need a Financial Plan
    • I’ve Invested With a Bank
    • I Need a New Financial Advisor
    • What To Do When A Spouse Dies
    • EIM Partners Fund
  • Services
    • Financial Planning
    • Investment Management
    • Portfolio Review
    • Individual Pension Plan
    • EIM Partners Fund
  • About
    • About Us
    • Our Fees & Process
    • Our Team
    • Careers
    • Our YouTube Channel
  • Clients
    • Client Area
    • EIM Partners Fund
    • Our YouTube Channel
  • Resources
    • View All
    • Quarterly Videos
    • 20 Video Lessons
    • Ask The Expert
    • Retirement X
    • Wealth of Experience
    • What To Do When A Spouse Dies
    • Market Updates
    • Business Owners
    • Retirees and Pre-Retirees
    • Retirement
    • Self-Employed Professionals
    • Lottery Winners and Insurance Settlements
    • Corporate Executives
    • Multi-Generational Wealth
    • Professional Athletes
    • Independent Advisors
  • Free Tools
  • Book a Consultation

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Who we are

Our Team

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BENOIT POLIQUIN, CFA, CFP

President & Portfolio Manager

Ottawa

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ALEX BERNIER, PFP, CFP

Partner

Ottawa

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SHANNON BOSCHY, BFA, CFP

Partner

Ottawa

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MARLÈNE CHAINÉ, CIM

Partner

Ottawa

t5

TYSON CHARLEBOIS, CFA

Partner & Portfolio Manager

Ottawa

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STEPHAN DESBIENS, CIM, PFP

Partner & Associate Portfolio Manager

Ottawa

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ELIOTT EINARSON, CFP

Partner

Winnipeg

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MATHEW HALL, CFA, CFP

Partner & Portfolio Manager

Ottawa

t12

GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC

Partner & Associate Portfolio Manager

Toronto

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Graham Mayes, CFP, TEP, MTI

Chief Investment Strategist, Portfolio Manager & Partner

Ottawa

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SCOTT SPENCE, CFP, CDFA, CIM, FCSI, Q.MED

Partner

Winnipeg

Operations Team

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RYAN CAMERON

Marketing Manager

Ottawa

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JESSICA EL-SHEIKH ALI

Investment Account Manager

Ottawa

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NOLAN HOW

Intern

Ottawa

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DARRELL MAYO, MFIN

Associate Portfolio Manager & Trader

Ottawa

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GLORIA SEMAAN

Operations Manager

Ottawa

Contact Us

  • 1-613-747-2458
  • 1-866-410-5171
  • [email protected]

OFFICES

Ottawa Office:
180 Elgin Street, Suite 1302
Ottawa, ON K2P 2K3

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Winnipeg Office:
99 Scurfield Blvd, Unit 155
Winnipeg, MB, R3Y 1Y1

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FINANCIAL SERVICES

  • Financial Planning
  • Investment Management
  • Portfolio Review
  • Individual Pension Plan
  • Book a Consultation
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  • Financial Planning
  • Investment Management
  • Portfolio Review
  • Individual Pension Plan
  • Book a Consultation

ABOUT US

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  • Youtube Channel
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