Exponent Investment Management is one of the largest fee-based financial advisor firms in Ottawa. Its certified financial advisors adopt an approach that is simple and tailor-made to their clients’ needs. The firm’s services include pension planning, wealth allocation and portfolio analysis. The firm is dedicated to helping professionals and business owners transition from active income into passive income. With an individual approach, each client is treated as a unique individual and will receive personalized attention.
Graham is Chief Investment Strategist at Exponent Investment Management
Graham is one of Canada’s leading financial strategists, with four decades of experience in the financial markets. He began his career on Bay Street at Royal Trust, then worked as a senior vice president for a major money manager in Switzerland. Today, he is the Chief Investment Strategist at Exponent Investment Management. Graham was one of the first people to coin the term “portfolio engineering”, and his work has led to the development of ESG-based portfolios and risk adverse accounts.
He has a diverse background and is passionate about ex-ponent.com continuing education. Graham is a CFP® (Certified Financial Planner®) and holds the TEP (Trust and Estate Practitioner) designation, which allows him to bridge the financial world and the legal community. His hobbies include spending time with his family, golfing, and gardening. He also enjoys global travel and charity work.
It offers wealth allocation, pension planning & portfolio analysis services
Exponent Investment Management offers a variety of wealth management services. These include portfolio analysis, wealth allocation, and pension planning. These services are tailored to meet the needs of individual clients. With the help of these services, clients can set goals, reduce risk, and live the life they want. To learn more, visit their website or contact them. The following are some benefits of working with an investment manager.