CI Assante Wealth Management

Exponent Investment Management, established in 2011, is an independent wealth management firm based in Ottawa, Ontario, serving clients across Canada. Unlike large banks or insurance companies, Exponent prioritizes client interests by creating simple, diversified portfolios tailored to meet individual financial goals. The firm offers a range of services including financial planning, investment management, and regular portfolio reviews, emphasizing transparent fees and ongoing communication. Their dedicated team focuses on delivering a smooth journey towards achieving financial success while addressing clients' broader financial health needs. Generated from the website

Campbell Insurance & Investment is a financial services provider located in Winchester, Ontario. The company is associated with Watters Financial Group Inc, offering a range of insurance and investment solutions to meet the needs of its clients. With a focus on personalized service, Campbell Insurance & Investment aims to help individuals and businesses navigate their financial options effectively. The firm is dedicated to fostering long-term relationships with clients through tailored financial strategies. Generated from the website