I Need a Financial Plan
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.
The Exponent Solution
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 a consultant experienced in dealing 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.
Tax Planning & Management
We want to make sure you have an optimized tax strategy. Our advisors will provide you with the support you need on both business and personal fronts.
Understanding and managing risk is something that our financial advisors will help you navigate. Let’s make sure you have contingency plans in place and are aware of the insurance options available to you.
Whether you are saving for retirement, drawing retirement income or investing for future generations, we will work with you to create a portfolio with a mix of asset classes as unique as you are.
Who we are
Tools for you
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