Exponent Investment Management is Ottawa’s largest fee-based financial advisor. Its certified financial advisors adopt a straightforward approach and design financial services based on their clients’ specific needs. It provides comprehensive wealth management services for professionals, business owners, and those looking to transition from active income to passive income. The firm also offers portfolio analysis and pension planning services. The goal of the company is to help clients make the best financial decisions.
Graham is Chief Investment Strategist
As Chief Investment Strategist of Exponent Investment Management, Graham Hunt has over two decades of experience in the financial services industry. He has a unique blend of skills, including quantitative, discretionary, and asset allocation analysis. His background includes roles in lending, asset management, and corporate finance, among others.
Graham began his career on Bay Street with Royal Trust, and subsequently worked at major money managers as a Senior Vice President. He then went on to serve as Canadian Chief Investment Officer for a Swiss bank, and has since founded Exponent Investment Management. Graham has applied his expertise to develop ESG and risk adverse portfolios.
Exponent Investment Management focuses on global companies and derived industries. It believes that true volatility protection requires a diversified portfolio across multiple sectors. Moreover, the company doesn’t limit its exposure to one sector, because it understands that sectors may change dramatically. Exponent is not afraid to take profits in cash when it sees headwinds coming.
The firm is Ottawa’s largest fee-based financial advisor
If you are looking for an Ottawa financial www.ex-ponent.com advisor that can handle all of your financial planning needs, you’ve come to the right place. The team at Exponent Investment Management is comprised of seasoned professionals who have a client-centric approach. Their goal is to make you feel like a client and not just another number. That is why they are one of the top rated fee-based financial advisors in Ottawa.
The firm’s fiduciary duty is a key feature of the investment services they provide. This means that each advisor works together to address any issues that may arise. They also take the time to review your financial plan and ensure that it is up-to-date. This helps to build a relationship of trust between the advisor and client, and this approach helps to ensure that the financial advisor is working in your best interest.
The firm’s clients benefit from the personal attention and unbiased financial advice of Ryan Lamontagne. He and his team are focused on building long-term relationships and providing expert, unbiased financial planning. In addition, the team uses cutting-edge technology and continuous innovation to offer superior financial planning services. This approach has helped them earn a 5-star rating from consumers.
It offers wealth allocation, pension planning & portfolio analysis services
Exponent Investment Management offers a number of wealth allocation, pension planning & portfolio analysis solutions. These services are tailored to meet each client’s needs and can help their clients manage risk and achieve their financial goals. The company’s wealth management philosophy focuses on diversification, which helps minimize the risk inherent in investing. Its services also encompass banking and lending, insurance, and wealth planning.