Exponent Investment Management

The experts at Exponent Investment Management provide fee-based investment advice and pension planning services to individuals and businesses. The certified financial planners at the firm use a straightforward approach to design financial services for the individual needs of each client. Their goal is to help business owners and professionals transition from active income to passive income. Their personalized approach helps clients achieve their financial goals and protect their assets.

Graham is Chief Investment Strategist at Exponent Investment Management

Graham has over four decades of experience in the markets. He began his career on Bay Street with Royal Trust and later went on to work as a Senior Vice President for a major money manager in Switzerland. Currently, he is the Chief Investment Strategist for Exponent Investment Management. He is also a pioneer of portfolio engineering, having developed risk-averse, ESG-based portfolios.

Graham has spent close to thirty years pursuing continuing education with AIMR, and believes in staying current. Graham is a Certified Financial Planner (CFP) and a Trust and Estate Practitioner (TEP). Outside of work, Graham enjoys being a member of the community and volunteers with charities. He also enjoys spending time at his cottage with his family Exponent Investment Management and dogs. He also enjoys global travel with his wife.

Exponent Investment Management focuses on global companies and their derived industries. It recognizes that diversification across multiple sectors is the only way to provide true volatility protection. Moreover, it is not afraid to move money to cash when headwinds are coming.

Exponent Investment Management is Ottawa’s largest fee-based financial advisor firm

Exponent Investment Management provides advice on investments and income-producing investments. Their advisors maintain a variety of industry designations and professional certifications. Their commitment to complete transparency helps clients build trust with their advisors. Their staff continuously educates themselves so they can offer you better service. They aren’t driven by commissions or sales goals, which gives you a clearer picture of the financial advice they offer.

The firm’s team is comprised of experienced financial professionals with a client-centric approach. Their goal is to provide clients with comprehensive financial planning advice to help them achieve their financial goals. This includes a comprehensive financial plan tailored to meet the needs of each client. This may include an individualized strategy for saving and investing.

Fee-based financial advisors must disclose potential conflicts of interest and put their clients’ interests first. Fee-based financial advisors should also be certified as fiduciaries.

It offers wealth allocation, pension planning & portfolio analysis services

Exponent Investment Management offers a suite of comprehensive services including wealth allocation, pension planning, and portfolio analysis. These services are designed to meet the specific needs of each client. The team at Exponent uses sophisticated software to ensure a client’s portfolio is invested properly. They also help clients manage risk and reach their financial goals.

These services are available at no additional cost and can help investors make informed decisions on how to allocate their money. Regulatory changes are putting a great deal of pressure on the industry. Firms are under increased pressure to comply with changing rules and regulations, improve visibility, and control costs.