Exponent Investment Management Inc.

Exponent Investment Management Inc. We help business owners and professionals move from active business or professional income to retire We are experienced Portfolio Managers.

Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our Team:
Benoit Poliquin, CFA. CFP
Graham Mayes, CFP, TEP, MTI
Mathew Hall, CFA, CFP
Stephan Desbiens, PFP

What we offer:
Safety: Safekeeping of your assets by Canadian Chartered Banks. Stewardship: Our clients’ understand the benefits of our

fiduciary duty towards them. Pure Service: Clients benefit from our drive to offer investment management services tailored their individual situation. Full Transparency: All our clients benefit from on-line access to a portfolio management system, where they can review their performance and create customized reports. Services: We manage non-registered investment accounts, as well as various tax-deferred accounts such as Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF), Individual Pension Plan (IPP), Registered Disability Savings Plans (RDSP), Registered Education Savings Plan (RESP), and Tax Free Savings Accounts (TFSA). We also manage corporate assets, charitable foundations, family trusts and holding companies.

https://ex-ponent.com/financial-literacy-in-a-post-pandemic-world/
03/13/2024

https://ex-ponent.com/financial-literacy-in-a-post-pandemic-world/

The disruptive events of 2020-21, often described as a Black Swan occurrence, served as a crucible for invaluable lessons. Those entrusted with managing finances and legacies had hoped that the profound impact of the COVID crisis would impart crucial financial wisdom. The question lingered: would th...

In case you missed it: Q3 Market Review
10/30/2023

In case you missed it: Q3 Market Review

2023 Q3 Quick Market Update by Benoit Poliquin from Exponent Investment Management.

Q3 Market Review - Quick SummaryWatch it here:
10/27/2023

Q3 Market Review - Quick Summary

Watch it here:

2023 Q3 Quick Market Update by Benoit Poliquin from Exponent Investment Management.

Q3 Market Review! Watch or Read the full review here:
10/26/2023

Q3 Market Review! Watch or Read the full review here:

Quick Summary Full Summary Introduction Significant market shifts and emerging opportunities have marked the third quarter of this year. Let’s review some of the key stock performances, summarize the prevailing market trends of the quarter, and think about what lies ahead for investors. Market Opp...

https://ex-ponent.com/the-past-present-and-future-of-investing/
10/10/2023

https://ex-ponent.com/the-past-present-and-future-of-investing/

The financial markets and the global economy have been driven by accommodative monetary policy for the last four decades. Despite a general decline in interest rates sine the 1980’s, they have dropped significantly since the 2007-08 Great Financial Crisis due to negative demand shocks which lead c...

Two centuries of financial gain: Key patterns in investments
09/18/2023

Two centuries of financial gain: Key patterns in investments

Identifying and participating in significant investment themes at an early stage is crucial for generating exceptional investment returns. Throughout the past 200 years, every decade can be characterized by a prominent trend that resulted in substantial profits for investors. For instance, during th...

2023 Q1 Review: Navigating The Fallout of Rising Interest Rates
04/25/2023

2023 Q1 Review: Navigating The Fallout of Rising Interest Rates

Let us examine the unintended economic consequences of recent years, discuss the key market developments from the past quarter, and explore the upcoming events that may impact investors. The possibility of a recession has been a hot topic of discussion, making it one of the most anticipated economic...

2022: Bringing back the true definition of risk
01/26/2023

2022: Bringing back the true definition of risk

A long overdue adjustment in interest rates brought about by the onset of inflation has finally helped Portfolio Managers separate the waters between two words – Risk vs Volatility.

The value of a portfolio manager during a bear market (or any other kind of market, for that matter)
11/30/2022

The value of a portfolio manager during a bear market (or any other kind of market, for that matter)

The value of a portfolio manager during a bear market. For many younger retail investors, 2022 saw the first protracted downturn of their adult lives.

What to do if you win the lottery
08/17/2022

What to do if you win the lottery

What To Do If You Win The Lottery In Canada? get help by hiring 3 people: 1. get an accountant. 2. get a lawyer 3. hire a financial planner

Address

180 Elgin Street, Suite 1302
Ottawa, ON
K2P2K3

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

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