Your Wealth Deserves More Than Basic Financial Advice

We help high-net-worth individuals and business owners grow, protect, and optimize their wealth with personalized strategies that go far beyond retirement planning.

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What Our Clients Are Saying

★★★★★

These guys are great. Benoit and the Exponent team actually focus on finding the best investments rather than just selling mutual funds. Well worth talking to!

- Robert B

★★★★★

I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.

- Paul S

★★★★★

Best wealth managers I have had the pleasure of working with. Clear helpful guidance for my retirement planning needs, long term goals and investments. Highly recommend!

- A B

About Exponent Investment Management Inc.

Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.

Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.

Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.

Your Exponent Experience

Make your dreams a reality. Take the next step in your journey with us.

✔ Introductory meeting

You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.

✔ Financial Plan

A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.

✔ Plan Implementation

A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.

✔ Ongoing Review

Whether your situation has changed or remains the same regular checkups are important for staying on track.

✔ Your Advisor

Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.