Exponent Investment Management, Ottawa, ON

Exponent believe that combining a sound financial plan with a tailor made portfolio is the key to financial success and peace of mind. We are portfolio managers and financial planners. Our approach is always one of full transparency. All our clients benefit from on-line access to a best of breed portfolio management system, where they can track their portfolio progress and create their own reports. This platform is the exact same one we use to oversee your investments so that our client conversations can be based on current and shared information, for precise and constructive results. We have nothing to hide: what you pay for our services and how we perform for you over the life of your portfolios is available 24/7. We have no products to sell and no sales commissions. We get paid in simple and understandable way: we charge management fee based on a percentage of the portfolio, that is to say, if you do well, we do well.