
2023 Q1 Review: Navigating The Fallout of Rising Interest Rates
Let us examine the unintended economic consequences of recent years, discuss the key market developments from the past quarter, and explore the upcoming events that
Exponent Investment Management helps you achieve peace of mind by giving you the confidence to know that your goals are within reach. Our job is to develop a strategy to make that a reality.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
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.
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.
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.
Whether your situation has changed or remains the same regular checkups are important for staying on track.
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.
Let us examine the unintended economic consequences of recent years, discuss the key market developments from the past quarter, and explore the upcoming events that
Looking Ahead to 2023 After 2022 The year just ended has been a difficult one, as investors navigated a new market reality. There was nowhere
Video Review – Short Video Review With Charts & Data – Full Version Executive Summary A Hurt-Filled Quarter, and a View to Better Days Ahead
Short Review Complete Review With Charts & Data Performance Highlights Commentary What a difference from just six months ago! At the end of 2021, everything
A couple we’ll call Tom, 59, and Millie, 52, live in Toronto where they work respectively, in scientific research and accounting. They bring home $16,900
A couple we’ll call Richard, 50, and Marianne, 51, live in B.C. with their two children ages seven and nine. Richard handles transport tasks in