Exponent Investment Management Inc. is Sudbury’s largest fee-based financial advisor firm. Our certified financial advisors adopt a simple approach that focuses on designing financial services according to the need of our clients.
You have some investments, some RRSPs, a TFSA and money set aside for a rainy day. You’ve managed to get your money working for you, but you know it should be doing more. Between fees, taxes, and missed opportunities, you worry that by the time you get to enjoy your wealth, there will be nothing left.
First and foremost, Exponent is focused on the long-term success and security of your customized portfolio. We want to make sure you are confident and comfortable with your financial future. Our investment strategy, security standards, and service approach are designed to earn your trust, organize your financial efforts and grow your wealth. We’ll pair you with one of our certified financial planners who can deal with your specific financial aspirations and desired level of engagement. Book a 15-minute consultation and we’ll help ascertain a better plan to manage your financial future.
We want to make sure you have an optimized tax strategy. Our financial advisors will provide you with the support you need on both business and personal fronts. Their vast experience in this field will help you achieve your desired financial goals.
Everything in moderation, they say, and this holds true for a healthy portfolio. We make sure you are adequately diversified across asset types, sectors and geographical markets. This will make your portfolio well-balanced and structured, and you stand to benefit from it.
Your financial needs will change over time, and so will the structure of your accounts. We’ll make sure there is a plan in place for now, and when these changes take place down the road. Our financial management services are versatile, which means your accounts can be re-structured with changing financial needs and requirements.
Exponent Investment Management is Sudbury’s largest fee-based financial advisor firm. We specialize in comprehensive financial planning, wealth management and retirement planning. We provide a broad range of services including financial planning, investment advisory services, tax services, and financial education.
Exponent is not a sales organization remunerated by product sales, volumes, quotas or the number of generated transactions. Our investment decisions are completely independent and free of biases. Our fees are transparent and generally much lower than retail management products.
Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations.
Combined, our carefully curated team of consultants has over 100 years of relevant experience, education and accreditation. This unique team of people is the cornerstone of Exponent’s success.
Often, people come to us when dealing with significant wealth for the first time. This wealth could be the result of a very difficult emotional or stressful period (death, health issues, divorce, or the sale of a business). Other times, it is the culmination of a lifelong career, of saving and sacrifice, or a family legacy that they wish to pass on. Regardless of the situation, the dependability of our team’s proven experience and the calibre of our stewardship bring comfort to those with wealth in our care.
Schedule a 15-minute consultation with us to get started.