Free 15-minute Consultation: Passive-Income Strategies Tailored to Doctors
Schedule A Free Consultation Today
✔ Discover passive income and wealth-building strategies tailored for physicians
✔ Gain clarity on retirement benefits, how much to set aside, and a structured plan for long-term security
✔ Minimize unnecessary fees and taxes with strategies designed for high-income earners
What Our Clients Are Saying
★★★★★
These guys are great. Benoit and the Exponent team actually focus on finding the best investments rather than just selling mutual funds. Well worth talking to!
- Robert B
Pediatrician
★★★★★
I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.
- Paul S
Surgeon
★★★★★
Best wealth managers I have had the pleasure of working with. Clear helpful guidance for my retirement planning needs, long term goals and investments. Highly recommend!
- A B
Cardiologist
About Exponent
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
Make your dreams a reality. Take the next step in your journey with us.
✔ Introductory meeting
Understand your career goals, lifestyle priorities, and financial concerns as a physician so your plan starts with what matters most to you.
✔ Financial Plan
Create a clear, personalized roadmap that balances practice income, debt repayment, retirement goals, and family needs.
✔ Portfolio Construction
Build an investment strategy designed for physicians—efficient, tax-smart, and aligned with your long-term security.
✔ Ongoing Review
Regularly track progress and adjust for changes in income, practice expenses, or shifts in your retirement timeline.
✔ Continuous Advisory Support
Gain a trusted partner who understands the unique challenges of physicians, helping you stay on course with proactive guidance.
Our Team
BENOIT POLIQUIN, CFA, CFP
President & Portfolio Manager
ON, QC, MB, AB, BC, YT
ALEX BERNIER, PFP, CFP
Partner
ON, QC
SHANNON BOSCHY, CIM, BFA, CFP
Partner
ON, QC
MARLÈNE CHAINÉ, CIM, PFP
Partner & Associate Portfolio Manager
ON, QC, AB, BC
TYSON CHARLEBOIS, CFA
Partner & Portfolio Manager
ON, QC, SK, YT
STEPHEN DESBIENS, CIM, PFP
Partner & Associate Portfolio Manager
ON, QC
ELIOTT EINARSON, CFP, CIM
Partner & Advising Representative –
Client Relationship Manager
MB, ON, SK, BC
MATTHEW HALL, CFA, CFP
Partner & Portfolio Manager
ON, QC
GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC
Partner & Associate Portfolio Manager
ON
GRAHAM MAYES, CFP, TEP, MTI
Chief Investment Strategist, Portfolio Manager & Partner
ON, QC, AB, BC, NS
SCOTT SPENCE, CFP®, CFDS®, CEA®, CIM®, FCSI®
Partner & Advising Representative – Client Relationship Manager
ON, MB, BC
Operations Team
RYAN CAMERON
Marketing Manager
JESSICA EL-SHEIKH ALI
Investment Account Manager
DARRELL MAYO, MFIN
Associate Portfolio Manager & Trader
GLORIA CHAMOUN
Operations Manager
GABRIEL DENIS
Portfolio Administrator
Book a Consultation
Schedule a 15-minute consultation with us to get started.
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