Ottawa-based fee-based financial advisors at Exponent Investment Management Inc. offer simple yet effective financial advice to help clients achieve their financial goals. Their financial services are customized to fit individual client needs. Whether you are a business owner or a professional looking to transition from active income to retirement, their personalized approach can help you achieve your financial goals. Read More – http://ex-ponent.com/
One Of The Largest Fee-based Financial Advisory Firms In Ottawa
Exponent Investment Management is one of the largest fee-based financial advisory firms in Ottawa. Their experienced and certified financial advisors adopt a simplified approach to tailor financial services to suit your needs. They specialize in helping professionals and business owners make the transition from active income to passive income. In addition, they provide a complimentary retirement calculator.
Graham is a veteran of Canadian and global markets. He began his career on Bay Street with Royal Trust and spent years working for a global Swiss bank as a Chief Investment Officer in Canada. Now, he serves as Chief Investment Strategist at Exponent Investment Management. Graham coined the term “portfolio engineering” after the 1987 Black Monday crisis and has applied it in the creation of risk-averse accounts and ESG-based portfolios.