Exponent Investment Management is the largest fee-based financial adviser in Ottawa, Ontario. Its certified financial advisors use a simple approach to design financial services to meet each client’s needs. The firm specializes in helping professionals and business owners transition from active income to passive income. The firm’s personalized approach ensures the best possible results for each client.
Graham is Chief Investment Strategist at Exponent Investment Management
John Graham has over four decades of experience in the markets. After beginning his career on Bay Street with Royal Trust, Graham worked for a major money manager and then became their Canadian Chief Investment Officer. Today, he is the Chief Investment Strategist at Exponent Investment Management. He coined the term “portfolio engineering” and has honed this approach to build risk-averse and ESG-based portfolios.
Exponent Investment Management specializes in helping professionals transition to passive income by investing in global businesses and derived industries. The firm understands that true volatility protection requires diversification across sectors. This is why they are prepared for the shift ex-ponent.com in sectors, but are not afraid to pull money out of stocks when headwinds are brewing.
Exponent Investment Management is Ottawa’s largest fee-based financial advisor firm
One of the advantages of using an exponent investment management advisor is that they are transparent. This allows clients to have an accurate understanding of their portfolio and to communicate with their advisors more effectively. It also supports trust in the client-advisor relationship. Each advisor is held to a fiduciary standard, meaning that their clients’ best interests are their top priority.
Exponent Investment Management is an Ottawa-based firm that offers a full range of financial planning services. The firm’s seasoned team is committed to providing personalized advice to each client. They have a client-centric approach that makes them a five-star-rated financial advisor firm.
Exponent is also the largest fee-based financial advisor firm in Canada. The firm’s President, Kevin Potvin, specializes in retirement planning. He focuses on long-term solutions and steers clear of market timing methods. His goal is to help clients build a diversified portfolio and avoid investing in a single investment. In addition to offering personalized financial planning and analysis, he welcomes wholesale representatives and new clients.