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.

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

Alerts

Be the first to know and let us send you an email when Exponent Investment Management Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share