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Exponent Investment Management photo
Exponent Investment Management photo
Exponent Investment Management photo

Exponent Investment Management

5.0 3 reviews
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Address: 180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada Get Directions
Best Financial Consultants in Ottawa Best Financial Consultants in CA Best Financial Consultants in ON

What people love

From reviews
Financial planning Portfolio management Clear guidance Attention to detail

About this business

Exponent Investment Management Inc. is the Ottawa area's largest fee-based financial advisory company. Our certified financial advisors design financial vehicles tailored to fit each customer's individual needs. Our team of accredited financial advisors will assist you in transitioning from full-time employment to investment in your retirement. Our unique, customized service is a one-stop-shop that helps you design, manage, and implement your financial future. Ottawa-area financial advisers can advise you on wealth management, financial planning, portfolio management, portfolio reviews, retirement planning/plans, individual pension plans, and more.

Frequently asked questions

7 questions
What do Exponent Investment Management clients say about the work?
Clients frequently praise the team for their clear guidance in retirement planning and investment management. Many highlight the expertise of Stephan Desbiens in handling personal portfolios and financial planning, noting impressive results and ongoing support.
Can I get help with retirement planning at Exponent Investment Management, and what do customers say about their experience?
Yes, they assist with retirement planning. Reviewers commend their effective strategies and personalized approach, emphasizing how the team helps clients transition smoothly into retirement with tailored financial services.
What are the operating hours for Exponent Investment Management?
Their hours are as follows: Monday: 8:30 AM-6:00 PM, Tuesday: 8:30 AM-6:00 PM, Wednesday: 8:30 AM-6:00 PM, Thursday: 8:30 AM-6:00 PM, Friday: 8:30 AM-6:00 PM, Saturday: Closed, Sunday: Closed.
Does Exponent Investment Management provide personalized financial services?
Yes, they focus on designing financial services tailored to each client's needs, helping professionals and business owners manage their financial futures effectively.
How does Exponent Investment Management stand out among financial consultants in Ottawa?
They are Ottawa's largest fee-based financial advisory firm, offering a comprehensive, personalized approach to financial planning that meets diverse client needs.
What kind of expertise does the team at Exponent Investment Management have?
The team consists of certified financial advisors skilled in wealth management and financial planning, ensuring clients receive knowledgeable guidance for their financial goals.
Where is Exponent Investment Management located?
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada

Location & directions

Ottawa, Ontario
Exponent Investment Management
Financial Consultant
Address
180 Elgin St Suite 1302, Ottawa, ON K2P 2K3, Canada
Hours
Closed Now
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