Free Financial Plan
4 Ways to Avoid Running Out of Money in Retirement
- How long will your portfolio need to provide for you?
- How do you establish a primary investment objective?
- How can cash distributions and inflation impact your retirement savings?
- What trade-offs might you need to make to meet your goals?
Professional & Qualified
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.
Financial freedom rarely happens by accident. That’s why it is important to have a financial plan and advisors to help guide you through decisions rationally and with a longer-term focus. No two people have the same financial history or future, but with proper management and a clear strategy we can help you reach your financial goals.
Safety of Investments
Our clients’ investments are held with National Bank Independent Network or Credential Correspondent Partners. Because these are secure third-party custodians, our clients have the assurance and peace of mind that their assets are just as safe as they would be at a traditional bank.
What Our Clients Are Saying
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
I have referred many of my clients to the incredible team at Exponent and will continue to do so in the future.
- Paul Stevenson