Dan Seap

Exponent Investment Management Inc

The largest fee-based financial advisor firm in Ottawa, Ontario, Exponent Investment Management Inc., employs certified financial advisors who take a simple, personalized approach. Their services are tailored to their clients’ unique situations, helping them transition from an active income to a passive income. Whether you’re self-employed or a professional, the firm offers an approach that’s tailored to your needs.

Ottawa’s largest fee-based financial advisor firm

Exponent Investment Management is the largest fee-based financial advisor firm in Ottawa. They offer comprehensive, objective advice and have extensive knowledge of the industry. Clients also have access to their portfolios through an online portal. This makes Exponent Investment Management it easy to understand your investments and keep track of them.

The firm’s team of highly-trained financial advisors work together to help clients solve problems and meet their financial goals. They also hold industry-recognized designations, and they stay up to date on financial trends and regulations. Unlike other financial advisers, they are not motivated by sales.

The firm also offers estate planning services to help minimize taxes and avoid estate delays. They also work with clients to determine the best income streams for them. Their Retail Securities Lending Program, for example, lets clients earn extra income on securities.

Focus on globally focused & derived companies

Exponent Investment Management is a wealth management firm that specializes in transitioning professionals into passive income. Their investment strategy focuses on global companies with recognizable brands and solid franchises. Their goal is to find companies with solid management and growing revenues and dividends.

The firm is comprised of experienced professionals with over four decades of experience in the markets. Their investment approach is team-based, with portfolio managers bringing diverse perspectives and extensive business experience. They are dedicated to providing a consistently sound investment process, and they have been doing so for over thirty years.