Tradex 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

D S Currey & Son Insurance Brokers, based in Ottawa, Ontario, offers a comprehensive range of personal and business insurance options, including life, critical illness, and travel insurance, as well as group health insurance solutions. In addition to insurance, they provide tailored investment strategies that align with individual and corporate financial goals, ensuring clients are supported through every stage of life. With over 70 years of experience, D S Currey & Son emphasizes a personalized approach, focusing on building relationships with clients to understand their unique needs and objectives. Their dedicated team works diligently to create and implement strategies that protect and grow clients' wealth while adapting to the ever-evolving financial landscape. Generated from the website

Watson di Primio Steel Investment Management, based in Ottawa, ON, specializes in wealth management with a strong emphasis on client relationships and trust. The firm offers experienced advice, time-proven investing strategies, and a commitment to transparency throughout the investment process. Recognizing the evolving landscape of wealth management, Watson di Primio Steel focuses on understanding the unique needs and goals of private clients. Their approach combines objective guidance with a personal touch, ensuring that clients are fully informed at every step of their investment journey. Generated from the website