Exponent Investment Management is one of Ottawa’s largest fee-based financial advisor firms. Its certified financial advisors use an easy-to-understand approach to design financial services around each client’s needs. They work with business owners, professionals, and others to help them transition from active income to passive income. Whether you are retired or are just starting out, they will help you find the right plan for your needs.

Graham is Chief Investment Strategist at Exponent Investment Management

Graham has four decades of experience in the Canadian and global markets. He began his career at Royal Trust on Bay Street, then spent time as a Senior Vice President at a major money manager and later as Canada’s Chief Investment Officer for a global Swiss bank. Today, he is the Chief Investment Strategist at Exponent Investments. In the aftermath of the 1987 Black Monday crash, Graham coined the term “portfolio engineering.” Since then, he has developed risk adverse and ESG based portfolios for clients.

Graham is an active participant in the investment https://ex-ponent.com community and is active in a variety of charitable activities. He holds a CFP certification and is an active member of AIMR, the Association of Investment Management Firms. He has also served on the Board of FM-CFS Canada for 8 years. Outside of work, Graham enjoys spending time at his cottage with his family, gardening, and spending time with his dogs and cats. He also enjoys global travel with his wife.

The firm offers wealth allocation, pension planning & portfolio analysis services

The firm specializes in pension planning and wealth allocation and offers a wide range of investment management and advisory services. It also offers financial planning, estate planning, and trust management services. It acts as a sub-advisor to pension and profit-sharing plans, as well as to municipal and charitable organizations.

It is Ottawa’s largest fee-based financial advisor firm

Exponent Investment Management is Ottawa’s largest and most experienced fee-based financial advisor firm. They work to develop individualized investment portfolios for their clients based on their personal circumstances and sources of income. The firm’s advisors have a fiduciary responsibility, meaning that their financial advice is unbiased. Clients can also access their portfolios online, whenever they like.

Exponent Investment Management specializes in helping professionals transition to a passive income strategy through an integrated approach to investment management. The firm’s approach focuses on investing in globally focused and derived companies. It believes that true volatility protection is achieved through diversification across sectors. Therefore, its advisors prepare their clients for sector changes and are not afraid to pull money into cash when headwinds begin to build.

In addition to fee-based financial planning, Potvin Financial and Retirement Services is an elite wealth management firm that serves the needs of emerging affluent individuals, high-net-worth individuals, and those in transition. These services are also available to wholesale representatives.