With a wide range of professional certifications, a team of seasoned professionals and a client-centered approach, Exponent Investment Management is a top financial advisor in Ottawa to consider working with in 2022-2023. A firm’s commitment to a variety of industry designations is a good indicator that their advisors are highly qualified, well-trained and able to keep abreast of changes in the field.More info :https://www.ex-ponent.com/

The investment firm offers clients a full range of wealth management services and takes pride in providing unbiased advice that is designed to help them reach their financial goals. In addition, it is a fiduciary, which means that its advisors are legally and ethically obligated to put their clients’ interests first. This can be a crucial difference between a fiduciary and a non-fiduciary advisor.

Ottawa Financial Advisor: Expert Guidance for Your Financial Journey

As a result of their client-centered approach, the firm has an extensive network of connections to provide a full suite of services. The team also works with clients to develop and execute comprehensive investment strategies. They can also provide guidance on estate planning and tax efficiency.

The firm’s clients include a wide range of individuals and families. Many of them are entrepreneurs who have accumulated significant wealth from their businesses or received windfalls through inheritances, sale of a company or the death of a spouse. The firm helps them move from active business income to passive retirement investment. The firm’s team of investment managers has a long history of investing in founder-led and corporate owned enterprises. In January, Exponent Private Equity closed on its third fund with over PS1 billion of commitments. The fund is backed by Pemberton Asset Management and is focused on investments in Northern Ireland and the Republic of Ireland.