With a wide range of financial planning services, including investment portfolio management and retirement planning, Exponent Investment Management is one of the best Ottawa financial advisory firms for individuals. Its team of highly qualified financial advisors is certified and maintains a variety of industry designations, which helps to ensure that clients receive objective advice. The firm is also committed to transparency, giving clients access to their accounts online and holding in-person or phone meetings as needed. Exponent is also a fiduciary, which means it must put its client’s interests ahead of its own. This link:http://www.ex-ponent.com/

The company’s focus on personalized service and a long track record of delivering positive returns makes it an excellent choice for investors looking for a comprehensive, reliable investment management solution. Its expertise includes retirement planning, tax planning, and wealth management services, as well as a robust technology platform that enables clients to build individualized portfolios.

Transparency and Trust: The Core Values of Exponent Investment Management

Exponent’s earnings missed expectations in the fourth quarter, weighed down by client budget constraints and slowing projects. However, the company is still generating plenty of cash, and last year paid out $54 million in dividends and repurchased $24.2 million worth of shares while still ending the year with a cash balance of $187.2 million.

In the fourth quarter, Exponent’s income from investments rose by $3.6 million, or 12% year-over-year, to $9.7 million, driven by the performance of its investment portfolios and a stronger economy. The firm’s diversified mix of investments helped it post gains across all major asset classes.