Benoit Poliquin, CFA, CFP
20 Years of Industry Experience
Licensed in ON, QC, MB, AB, BC, YT
Benoit is responsible for the portfolio management and research efforts at Exponent. He is a member of the CFA Institute and the CFA Society of Ottawa along with being a Certified Financial Planner in good standing.
- [email protected]
- 613-747-2458 x 40
Benoit Poliquin, CFA, CFP
20 Years of Industry Experience
Licensed in ON, QC, MB, AB, BC, YT
Benoit is responsible for the portfolio management and research efforts at Exponent. He is a member of the CFA Institute and the CFA Society of Ottawa along with being a Certified Financial Planner in good standing.
- [email protected]
- 613-747-2458 x 40
About Benoit
Welcome to Benoit Poliquin, a leading name in Ottawa’s financial advisory sector, where we prioritize your financial wellbeing and long-term success. In the heart of Canada’s vibrant capital, our firm offers a spectrum of financial services, expertly tailored to meet the diverse needs of our clients.
Personalized Financial Strategies for Every Canadian
At Benoit Poliquin, we understand that every financial journey is unique. Our approach is built on a deep understanding of your individual goals, whether you’re planning for retirement, seeking investment advice, or navigating complex financial landscapes. Our commitment is to provide personalized, comprehensive financial planning that aligns with your life’s objectives.
Expertise in Investment and Wealth Management
Our team, led by seasoned financial experts, specializes in creating dynamic investment portfolios designed to maximize returns while managing risk. From stocks and bonds to alternative investments, our strategies are crafted to enhance your portfolio’s performance, ensuring a robust financial future.
Comprehensive Services Tailored for Ottawa Residents
Our suite of services extends beyond traditional financial planning. We offer estate planning, tax optimization, and insurance solutions, ensuring a holistic approach to your financial health. Our expertise in these areas is a testament to our commitment to providing all-encompassing financial solutions.
A Commitment to Transparency and Integrity
At Benoit Poliquin, our client relationship is grounded in transparency and integrity. We believe in clear communication, providing regular updates and insights into your financial progress. Our fiduciary responsibility means we always put your interests first, creating a foundation of trust and reliability.
Book A Meeting With Benoit
Exponent Investment Management
Exponent Investment Management helps you achieve peace of mind by giving you the confidence to know that your goals are within reach. Our job is to develop a strategy to make that a reality.
Which Scenario Best Describes Your Situation?
About Us
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
Your Exponent Experience
Introductory meeting
You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.
Financial Plan
A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.
Plan Implementation
A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.
Ongoing Review
Whether your situation has changed or remains the same regular checkups are important for staying on track.
Your Advisor
Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.
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