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grahammayes
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Graham Mayes

Chief Investment StrategistExponent Investment ManagementOttawa, Ontario

Build your wealth, and sustain long-term growth with our expert wealth management. Building wealth to last your lifetime shouldn’t be a stressful task. Find comfort and confidence in our independent investment managers, specializing in wealth management, portfolio management and financial planning.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Retirement Income Planning Investment Planning Tax Planning Legacy & Philanthropic Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba New Brunswick Nova Scotia Ontario Quebec Saskatchewan

Certification/Additional Courses ?

CFP® PFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Guaranteed Investment Certificate (GIC) Stock Treasury Bill (T-Bill)

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