With a wide range of financial planning and wealth management services, a seasoned team, and an investor-centered approach, Exponent Investment Management has risen to the top of our 2022-2023 Ottawa financial advisor list. The firm is a fee-only firm that believes in a fully integrated approach to tax planning, retirement, investment and estate planning. Additionally, it has a variety of professional certifications which demonstrate its commitment to ongoing industry education and best practices.More info :https://ex-ponent.com

The firm takes a human approach to managing wealth, understanding that not all windfalls are the result of happy events. Rather, they are often the consequence of loss or life changing events. Exponent's process is geared towards helping clients move from active chasing income to a passive retirement lifestyle.

Exponent Investment Management: Empowering Your Financial Goals

Debevoise & Plimpton LLP has advised Exponent Private Equity ("Exponent") on its new fund, the PS1 billion Exponent Private Equity Partners III LP. The fund was closed on April 10, 2015. The London based Debevoise team advising Exponent was led by partner Geoffrey Kittredge and included UK tax advice from associates John Rife and Alex Howard, and U.S. tax advice from partner Matthew D. Saronson and associate Ceinwen Rees.

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