Exponent Investment Management is one of the many financial institutions that serve the Ottawa area. While they may not be as flashy as their neighbours to the west, they offer a full suite of services that will help make your money work harder. From investment planning to retirement income strategies, they can get you started on a financial path that will allow you to retire with confidence. If you have questions, feel free to give them a call and they will be glad to help you. Getting started with Exponent is not only free, but also painless. The company has a friendly staff that will walk you through the process.
It may be surprising to learn that the Exponent company actually uses a modern day software application to power its operations. Not only did they choose the right solution, they opted for a bespoke solution that is tailored to the unique needs of their organization. This is why the company deserves a salute for their customer service and their willingness to innovate. They have an impressive number of employees, including a sales team that is not shy about making the case for their product. Moreover, they are one of the few firms that offer an on site training program to ensure employees receive the most comprehensive knowledge base.
While they aren’t the largest or the most expensive in town, they are the biggest fee-based financial advisers. Their offerings include a number of different solutions for their clientele, ranging from investment planning to retirement income to insurance and other related services.
Among Ottawa’s many financial institutions, Exponent Investment Management stands out for its customer service, innovative offerings, and commitment to building client trust. The company has been around since 1993 and provides investment management services to institutional, individual, and corporate clients. Moreover, the company has a no-fee account option, which allows you to get started without the click here risk of losing money. In addition, the company also offers free financial consultations. As a bonus, you can access your information through a variety of nifty apps and services.
Aside from providing services, Exponent Investment Management is also a community of financial professionals. You’ll find professionals in various areas of the finance industry, including securities, insurance, tax, and more. This makes the firm a one-stop shop for all your financial needs. Whether you’re looking for the best mortgage rates, need advice on how to maximize your retirement funds, or want a second opinion on your investments, the professionals at Exponent are happy to assist you. So, whether you’re just starting to invest or have been at it for years, you’re sure to find the best financial advice and services.
With its plethora of tools and services, it’s no wonder that Exponent Investment Management ranks high on the list of Ottawa’s top financial advisors. The company’s free accounts allow you to access your portfolio, set up monthly and annual plans, add sales staff, and more.