Achieve Peace of Mind with Confidence in Your Financial Future
Exponent Investment Management is a leading independent wealth management firm that has been serving clients across Canada since 2011. We are not affiliated with any large bank or insurance company, which means that our interests are aligned with those of our clients. We are committed to developing strategies that help our clients achieve their financial goals while reducing volatility and providing consistent long-term returns.
Our approach is simple - we design, implement, and manage our clients' portfolios so that they can benefit from growth and income with a global perspective. Our service is designed to be attentive to our clients' needs, and we continuously invest in technology and education to ensure that our clients benefit from portfolios tailored to their goals and aspirations. Our investment decisions are completely independent and free from biases, and our fees are transparent and generally much lower than retail management fees.
Our Services
At Exponent Investment Management, we offer a range of services designed to help our clients achieve their financial goals. Our services include:
- Financial Planning: We work with our clients to develop personalized financial plans that provide a clear pathway to achieving their goals. Our financial plans are tailored to our clients' unique needs and circumstances, and cover all aspects of their financial health, including estate work, succession planning, insurance, and tax-efficient income planning.
- Investment Management: We design, implement, and manage our clients' portfolios using a proven process that reduces volatility and provides consistent long-term returns. Our portfolios are globally diversified and designed to meet our clients' cash flow needs in a tax-efficient way.
- Portfolio Review: We review our clients' portfolios regularly to ensure that they remain aligned with their goals and circumstances. We answer any questions our clients may have and provide guidance on all aspects of their financial health.
- Individual Pension Plans: We offer Individual Pension Plans (IPPs) for business owners and professionals, which provide a tax-effective way to save for retirement. IPPs allow our clients to save more than they could with an RRSP and provide a predictable income stream in retirement.
Our Team
Our team of experienced portfolio managers, advisors, and support staff are dedicated to providing exceptional service to our clients. We have decades of experience in the financial industry and are committed to helping our clients achieve their financial goals. Our advisors are here to take care of our clients, providing ongoing communication and guidance to help them stay focused on their goals.
Careers
We are always looking for talented and motivated individuals to join our team. If you are passionate about helping clients achieve their financial goals and are committed to providing exceptional service, we would love to hear from you. Please visit our website to learn more about career opportunities at Exponent Investment Management.
YouTube Channel
We regularly share financial insights, market updates, and investing lessons on our YouTube channel. We believe that financial education is essential to helping our clients make informed decisions about their finances. Please subscribe to our channel to stay up-to-date on the latest financial news and trends.
At Exponent Investment Management, we are committed to helping our clients achieve their financial goals. We believe that by providing exceptional service, transparent fees, and independent investment advice, we can help our clients enjoy a smoother ride to achieving their financial aspirations.
Professional Expertise and Client Service
Reviews from several satisfied clients highlight the exceptional service and expertise provided by Exponent Investment Management. The team, led by individuals such as Stephan Desbiens and Mathew Hall, have demonstrated their ability to effectively manage clients' estates, personal files, and investments. Their attention to detail, clear guidance, and tailored advice have earned them high praise.
Financial Planning and Portfolio Management
Reviewers have commended the team's expertise in financial planning, particularly in managing estate funds and ensuring timely distributions to recipients. Stephan Desbiens has been specifically praised for his ability to manage personal portfolios, ensuring that clients' long-term goals and investment needs are met. Mathew Hall has also received accolades for his wealth of knowledge and client-focused approach.
Recommendations and Referrals
Many reviewers have expressed their willingness to recommend Exponent Investment Management to others. In fact, one reviewer has already referred numerous clients to the team, with plans to continue doing so in the future.
Be the first to review Exponent Investment Management.
Write a Review
