Exponent Investment Management - Financial advisors in Ottawa, Canada.
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  • Solutions
    • I Need a Financial Plan
    • I’ve Invested With a Bank
    • I Need a New Financial Advisor
  • Services
    • Financial Planning
    • Investment Management
    • Portfolio Review
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  • About
    • About Us
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    • Careers
  • Clients
    • Client Portal
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  • Resources
    • View All
    • Quarterly Videos
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    • Retirement
    • Business Owners
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    • Corporate Executives
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    • Multi-Generational Wealth
    • Professional Athletes
    • Lottery Winners and Insurance Settlements
    • Independent Advisors
  • Free Tools
    • View All
    • Free Retirement Calculator
    • Canadian Snowbirds In Florida: Is It Better To Rent Or Buy?
    • 5 Step Retirement Plan
    • Free Book
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  • Book a Consultation
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Ask The Expert

This researcher wants to get a PhD, but studying will put a dent in his retirement plan

Dennis will lose about $7,000 in after-tax income per year if he pursues a PhD In Alberta, a man we’ll call Dennis, 35, has several

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vw0121family finance cake
Ask The Expert

Working until 70 will give this B.C. woman the income she needs for a solid retirement

Staying in the workforce for five more years makes all kinds of financial sense for Olivia In B.C., a woman we’ll call Olivia, 65, works

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4th quarterly update 2020
Featured

4th Quarter 2020 Market Review

Short Video Review Full Video Review Executive Summary The Year 2020 in review: A Bear, a Bull, and Quite Some Froth When COVID-19 suddenly shuttered world

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Featured

THOUGHTS ON THE MARKET OUTLOOK AS OF JANUARY 2021

Though no one knows how the various stock markets will fare in any given year, there are a number of reasons to be positive in

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Ask The Expert

66-year-old woman wants to sell property to raise money for 15 years of travel and retirement

But a plan to spend savings down to zero in old age could leave her poor if she outlives her money. In Alberta, a woman

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family finance cash
Ask The Expert

Couple’s retirement complicated by 18-year age difference, money-losing condo and mountain of cash earning nothing

Part of their dilemma is 68-year-old Duke’s refusal to invest in anything but GICs with pathetic yields Situation: Couple has $3,297,193 net worth, including a leveraged

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Recent Insights

This researcher wants to get a PhD, but studying will put a dent in his retirement plan

Working until 70 will give this B.C. woman the income she needs for a solid retirement

4th Quarter 2020 Market Review

THOUGHTS ON THE MARKET OUTLOOK AS OF JANUARY 2021

66-year-old woman wants to sell property to raise money for 15 years of travel and retirement

Couple’s retirement complicated by 18-year age difference, money-losing condo and mountain of cash earning nothing

Contact Us

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

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

Click here for Parking

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

Click here for Parking

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