RBC PH&N Investment Counsel

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Kevin Millross - TD Wealth Private Investment Advice in Ottawa, ON, provides a comprehensive range of financial services including investment advisory, portfolio management, private banking, and financial planning. The firm is committed to helping clients achieve their financial goals through personalized service and expert guidance. Clients can easily locate advisors or branches, as well as specialized professionals such as portfolio managers and wealth advisors, tailored to their specific needs. The firm emphasizes privacy, security, and accessibility to ensure a seamless client experience. Generated from the website

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