Schedule Your Consultation Today

In your consultation you will:

Learn about the different sources of passive income
Find out how much money you need to set aside for retirement
Understand the different government retirement benefits
Reduce investments fees
Clear direction for a secure financial future
Understand the tax system
Understand how taxes impact your retirement
Learn about other ways we can help

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★★★★★ 5/5

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 Benell

★★★★★ 5/5

I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.

- Paul Stevenson

Your Exponent Experience

Make your dreams a reality. Take the next step in your journey with us.

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.