Exponent Investment Management
If you want to find the best financial planners in Ottawa, look no further than Exponent Investment Management. This firm specializes in wealth management, retirement planning and estate planning. Their goal is to provide their clients with peace of mind by ensuring that all their needs are met and that their goals have been achieved.More info :www.ex-ponent.com
The company is not your typical investment management firm in that it understands that not all wealth comes about as the result of happy events, such as a large inheritance or the sale of a business. It understands that people can be left with a significant windfall as a result of tragedy, divorce, death or the loss of a loved one. It is for these reasons that it offers a more human approach to managing wealth and assets.
The Exponent Investment Management Difference
Exponent is committed to providing unbiased research and educating individuals to become their own manager of their own assets. Its unique approach is centered on building relationships and trust through its commitment to transparency. This transparency allows clients to see their portfolios at any time and keeps the advisors on the same page during appointments via phone, teleconference or in person. The firm further supports its clients’ trust by adopting a fiduciary commitment, which means it is legally and ethically obligated to put their client’s interest ahead of its own.
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