Located in Ottawa, Ontario, Canada, Exponent Investment Management Inc. is one of the largest fee-based financial advisor firms in the city. The firm’s certified financial planners take a straightforward approach and tailor financial services to meet the specific needs of each client. From helping business owners transition from active income to passive income, to helping professionals retire at the right time, this fee-based firm offers a personalized approach to investing and financial planning. Read More – http://ex-ponent.com/
Specialize In Helping Professionals And Business Owners Transition From Active To Passive Incomes.
Exponent focuses on investing in globally focused and derived companies. It recognizes that true volatility protection requires diversification across multiple sectors. It prepares its clients for sector changes and is not afraid to move money into cash when headwinds are brewing. This firm is also geographically agnostic, which means that there are no “hard weightings” in a particular region.
Graham has over four decades of experience in the Canadian and global markets. He started his career on Bay Street with Royal Trust, and then went on to work as a Senior Vice President at a major money manager in Switzerland. Currently, he is Chief Investment Strategist at Exponent Investment Management. Graham is also one of the creators of the term “portfolio engineering” and has used it to build risk-averse and ESG-based portfolios.