As a partner, manager or consultant you likely have many limitations as to which securities or investment strategies you can pursue in your retirement portfolio. Your firm’s restricted list can change frequently which can have a major influence on your investment strategy. As a result, it might seem easier to invest in an employer approved diversified mutual fund. This simple solution comes with many issues, ranging from higher investment fees, tax inefficiencies and poor service.
At Exponent, we have a solution. As a firm, we are specialized in dealing with clients with a wide array of investment restrictions. We have partnered with your compliance department and have created a custom portfolio of individual stocks and broad fixed income investments that are directly linked to the compliance system of your firm. We manage RRSPs, TFSAs, RESPs, RDSPs and other accounts for spouses and dependents. This helps to ensure that your entire household is abiding by your firm’s compliance regulations. Your household portfolio will be GIMS compliant.
The result is an actively managed investment portfolio with the benefits of individual company ownership, lower fees and higher efficiencies. Click here to learn more.
If you want to find out more about how an Exponent customized solution can help you reach your investing goals sooner, feel free to give us a call at 1 866 410 5171 or email us [email protected].