Graham is Chief Investment Strategist at Exponent Investment Management
Graham is an investment advisor with over four decades of experience in the Canadian and global markets. He started his career on Bay Street with Royal Trust before moving on to become Senior Vice President of an international money manager. He has also held the position of Canadian Chief Investment Officer at a Swiss bank. In addition to his work as an investment advisor, Graham is also the coiner of the term “portfolio engineering.” This strategy has helped to create risk adverse and ESG based portfolios.
Before joining the team at Exponent Investment Management, Graham worked as a portfolio manager and assistant vice president at The Boston Company. He then served as the board chair of FM-CFS Canada for eight years. In addition to his role as a CFA, Graham holds the CFP designation and is a TEP (Trust and Estate Practitioner). In his spare time, Graham enjoys spending time at his cottage, gardening, spending time with his wife and cats, and world traveling with his wife.
Exponent Investment Management is Ottawa’s largest fee-based financial advisor firm
If you’re in the market for an investment ex-ponent.com management firm in Ottawa, you may be interested in learning more about Exponent Investment Management. This fee-based firm is known for its dedication to complete transparency. It offers clients online access to their investment portfolios. It also supports trust in the client-advisor relationship. Financial advisors at Exponent are fiduciaries, meaning they have your best interest at heart.
Their team of top-rated financial advisors in Ottawa provides comprehensive financial planning services. They are committed to continuing education to better serve their clients. This team of financial planners strives to foster long-term relationships with their clients, while providing unbiased expert advice. They also focus on financial education and utilize sophisticated technology to help clients reach their goals.
The firm’s team of financial planners includes David Graham, a highly experienced financial market expert. He has over four decades of experience in the financial industry. He started his career at Royal Trust, and then worked as a Senior Vice President for a major Swiss money manager. Now, he is the Chief Investment Strategist at Exponent Investment Management. He is an early innovator of the term “portfolio engineering” and has honed this technique to build both risk-averse and ESG-based investment portfolios.
It offers wealth allocation, pension planning & portfolio analysis services
The wealth management industry is experiencing a fundamental change as customer expectations shift from traditional wealth managers to a more individualized, on-demand service. To compete with these changes, the industry must provide transparency and individual understanding of the customer. To do this, companies must use tools and strategies such as Modern Portfolio Theory (MPT), Brinson Attribution Analysis, and risk assessment to ensure investment performance.