Best Superannuation Consultant Ottawa Near Me

4worldlovers:
Wealth is about more than money—it’s about the richness of your life. Whether you’re looking to launch a business, save for your children’s education or buy that beachfront cottage you always dreamed of, we help you realize your vision.


We listen, then we talk. We gather the complete picture of your life circumstances, working with you to define a financial plan and put it into action—with the goal of sustained prosperity and financial security.

We work with you to define a complete plan that considers all your lifestyle goals and investment objectives—covering insurance, tax, retirement and estate planning.

As independent financial consultants we have the freedom to invest your money where we think it will grow best—which is why our overall rate of return is higher than average.

We communicate routinely and provide active coaching and guidance as a partner in your financial journey, referring you to other professionals like lawyers and accountants to round out your team of trusted advisors.

4worldlovers:

Exponent Investment Management helps you achieve peace of mind by giving you the confidence to know that your goals are within reach. Our job is to develop a strategy to make that a reality.


Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.

Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.


Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.

Make your dreams a reality. Take the next step in your journey with us.

You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.

A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.

A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.


Whether your situation has changed or remains the same regular checkups are important for staying on track.