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Financial Planning
We can help you determine your long-term financial vision and help create a road map to get you to your destination.
Investment Management
Portfolio Review
Individual Pension Plans
Can you save for the future and get a tax break? TFSAs and RRSPs both offer tax advantages that can help you achieve your saving and investing goals. So, which is right for you?
The pooled fund structure caters to the needs of some of our clients. We will apply the same investing principles we have used for over twenty years, but do so in a fund form. The pooled fund is effectively a private mutual fund for the clients of Exponent Investment Management Inc.
Why use the retirement calculator?
I have money to invest in my future but I need guidance. I’ve spoken to my bank but I feel like they are more interested in what’s best for the bank. I’m looking for a more custom solution.
I have money to invest in my future but I need guidance. I’ve spoken to my bank but I feel like they are more interested in what’s best for the bank. I’m looking for a more custom solution.
We pride ourselves on hiring only professionally qualified advisors with an average of 15 years experience for providing professional fund management services. It is important to us that our advisors have experienced many market conditions and have the expertise to oversee your financial life safely.