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Our experience in designing and managing portfolios for High Net Worth and affluent clients is echoed in a pooled fund product.
At Exponent Investment Management, we help clients move from active business or professional income to passive investment income more commonly referred to as retirement. In other words, we help clients live from their investments and other income sources. We call it Your State of Independence.
The tedious process of reviewing the financial documents and making the inventory of an estate should be error free. Our expert assistance brings you comfort in this process.
The executor needs to understand the responsibilities involved in being an estate administrator
Communication needs to be effective and to take family dynamics into account before the beneficiaries accept the estate
Our Advisors Can Give You Clarity
The estate administrator has to be in a position to execute his role depending on:
Business owners - Possible business transfer:
Real estate assets:
An accountant will help file the 1st income tax report (Jan. 1 to time of death), the 2nd report (time of death to end of year), and the final report once all assets are distributed.
Keep enough money in the estate account to pay for final taxes.
Our clients’ investments are held with National Bank Correspondent Network Inc. or Credential Correspondent Partners. These custodians give our clients the assurance and peace of mind that a recognized, independent party facilitates all transactions, administration and safeguarding of client assets. These institutions are member firms of the Canadian Investor Protection Fund (CIPF).
Investing is a human capital endeavour where experience and continuity are important factors in achieving consistent success. Having an experienced team managing your investments matters!
Our clients expect and value relevant education and accreditations. We believe that education combined with experience is an important part of the foundation for investment success.