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ClaimIndependent Wealth and Investment Management
Our approach is simple. We design, implement and manage our clients’ portfolios so that they can benefit from Growth & Income with a Global Perspective. Our service is designed to be attentive to the needs of our clients. We continuously invest in technology and education so that our clients benefit from portfolios designed for their goals and aspirations.
Exponent is not a sales organization remunerated by product sales, volumes, quotas or the number of generated transactions. Our investment decisions are completely independent and free of biases. Our fees are transparent and generally much lower than retail management products.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Ottawa, Canada
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Year founded
Founded 2011
1 Locations
- Ottawa , Canada
Service Lines
- Financial Consulting
- 20%
Select Focus Area
- Business Consulting Focus
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- Business Process Management Consulting
- 10%
- Financial Consulting Focus
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- Financial Advising & Planning
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- Retirement Planning
- 100%
Industries
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Clients
No Clients have been added yet…
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