Whales Online Business Top Wealth Managers Can Help You Weather COVID-19

Top Wealth Managers Can Help You Weather COVID-19

A financial plan is one of the best ways to ensure your future is in good hands. While unprecedented events like COVID-19 can shake up your plans, top Ottawa wealth managers can help you create a strategy that is built to weather the storm and help you stay on course for your goals.

What does a financial advisor do?

Exponent Investment Management is a leading Ottawa financial advisor firm that offers its clients complete transparency with their accounts through online access. This helps ensure that both parties are on the same page during meetings or phone calls and supports trust within the client-advisor relationship. This firm also takes its commitment to transparency one step further by embracing a fiduciary commitment with all of its investment clients, which means that it is legally and ethically obligated to put the interests of its clients ahead of its own.

The firm provides a full range of financial planning services, including retirement planning, estate planning, tax planning, investment advice, and more. This firm is a great choice for business owners, executives, and professionals who want to make sure their financial goals are on track.

Their team includes a number of highly-experienced financial planners, as well as a mortgage agent, insurance specialist, and group benefits specialist. They have an extensive offering of services and a focus on financial education, which makes them a great option for any client.

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Exponent Investment Management

Exponent Investment Management is a firm with a strong track record in the market, offering clients comprehensive wealth management services. Their team takes the time to get to know each client’s unique financial goals and risk tolerance, which they use to develop customized investment strategies for each individual. Exponent also believes in transparency and open communication with their clients, providing them with a complete picture of their portfolio performance at any given time.

The company’s tax planning services help clients minimize their tax liability while maximizing investment returns. Its team uses research and data analysis to identify tax-efficient investments and works closely with each client to develop a strategy that aligns with their individual needs. Exponent also provides a range of other advisory services, including retirement and estate planning.

Corporate Social Responsibility

Exponent has a number of initiatives to promote diversity and inclusion within the workplace and actively encourages its employees to participate in CSR activities outside of work. The company supports a variety of charitable causes and organizes events to raise money for these organizations. It also works to empower women, and has launched a series of events to bring together professional women in the field of business.