We help business owners and professionals move from active business or professional income to retire We are experienced Portfolio Managers.
Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our Team:
Benoit Poliquin, CFA. CFP
Graham Mayes, CFP, TEP, MTI
Mathew Hall, CFA, CFP
Stephan Desbiens, PFP
What we offer:
Safety: Safekeeping of your assets by Canadian Chartered Banks. Stewardship: Our clients’ understand the benefits of our
03/18/2024
Married couple need roadmap to ensure their comfortable lifestyle continues in retirement Longtime married couple Bill, 66, and Clarissa*, 65, are winding down their successful Ottawa-based consulting business and operating company, with a plan to shift to a two- or three-day workweek and take summers off. Self-described foodies who enjoy time at the cottage and vacationing down south, t...
03/13/2024
https://ex-ponent.com/financial-literacy-in-a-post-pandemic-world/
Financial Literacy in a Post Pandemic World The disruptive events of 2020-21, often described as a Black Swan occurrence, served as a crucible for invaluable lessons. Those entrusted with managing finances and legacies had hoped that the profound impact of the COVID crisis would impart crucial financial wisdom. The question lingered: would th...
10/30/2023
In case you missed it: Q3 Market Review
2023 Q3 Market Update - Quick Recap 2023 Q3 Quick Market Update by Benoit Poliquin from Exponent Investment Management.
10/27/2023
Q3 Market Review - Quick Summary
Watch it here:
2023 Q3 Market Update - Quick Recap 2023 Q3 Quick Market Update by Benoit Poliquin from Exponent Investment Management.
10/26/2023
Q3 Market Review! Watch or Read the full review here:
2023 3rd Quarter Market Review Quick Summary Full Summary Introduction Significant market shifts and emerging opportunities have marked the third quarter of this year. Let’s review some of the key stock performances, summarize the prevailing market trends of the quarter, and think about what lies ahead for investors. Market Opp...
10/26/2023
Quick 1 minute review of the 2023 3rd quarter
2023 Q3 Quick Market Review Quick review of the 2023 3rd quarter. Read the full review here: https://ex-ponent.com/2023-3rd-quarter-market-review/
10/10/2023
https://ex-ponent.com/the-past-present-and-future-of-investing/
The Past, Present and Future of Investing The financial markets and the global economy have been driven by accommodative monetary policy for the last four decades. Despite a general decline in interest rates sine the 1980’s, they have dropped significantly since the 2007-08 Great Financial Crisis due to negative demand shocks which lead c...
09/18/2023
Two centuries of financial gain: Key patterns in investments
Two centuries of financial gain: Key patterns in investments Identifying and participating in significant investment themes at an early stage is crucial for generating exceptional investment returns. Throughout the past 200 years, every decade can be characterized by a prominent trend that resulted in substantial profits for investors. For instance, during th...
04/25/2023
2023 Q1 Review: Navigating The Fallout of Rising Interest Rates
2023 Q1 Review: Navigating The Fallout of Rising Interest Rates Let us examine the unintended economic consequences of recent years, discuss the key market developments from the past quarter, and explore the upcoming events that may impact investors. The possibility of a recession has been a hot topic of discussion, making it one of the most anticipated economic...
01/26/2023
2022: Bringing back the true definition of risk
2022: Bringing back the true definition of risk A long overdue adjustment in interest rates brought about by the onset of inflation has finally helped Portfolio Managers separate the waters between two words – Risk vs Volatility.
11/30/2022
The value of a portfolio manager during a bear market (or any other kind of market, for that matter)
The value of a portfolio manager during a bear market (or any other kind of market, for that matter) The value of a portfolio manager during a bear market. For many younger retail investors, 2022 saw the first protracted downturn of their adult lives.
08/17/2022
What to do if you win the lottery
What to do if you win the lottery What To Do If You Win The Lottery In Canada? get help by hiring 3 people: 1. get an accountant. 2. get a lawyer 3. hire a financial planner
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