Exponent Investment Management

About

ex-ponent.com/'s goal is to help clients move from active or professional income to passive retirement income. The first step is to make an assessment by way of a financial plan. This plan can be as detailed or general as required by your circumstances and interest level. The financial plan will inventory your income sources (pensions, investments, savings, etc.) against your desired lifestyle. This exercise may identify a gap or a surplus. We will provide you with a roadmap to close this gap, and conversely, if you are in a surplus situation, how to manage this surplus. The implementation of the financial plan is the second step in our process. We will build a custom investment portfolio comprised of mostly dividend paying stocks from Canada, the United States, Europe and beyond. This portfolio will encompass your particular tax and financial situation as well as your personal goals. The management is turnkey… we handle all the buy and sell decisions on your behalf. The end goal is to earn an investment income that is consummate with your planning needs, all the while increasing the capital and the income from the capital over time.