Exponent Investment Management is an independent wealth management firm established in 2011, providing personalized financial planning and investment management services to individuals and businesses across Canada. Our team of experienced professionals helps clients achieve their financial goals through customized financial plans, diversified portfolios, and ongoing review and guidance. We prioritize transparency, independence, and a client-centered approach to deliver peace of mind and confidence in our clients' financial futures. Our services include investment management, portfolio review, individual pension plans, and more.

Rankin Rice Wealth Management Inc. is a family-owned and operated financial planning firm that helps individuals achieve their retirement goals. We provide holistic financial planning services, including retirement savings, cash flow, income tax minimization, and estate management. Our team of experienced financial planners work closely with clients to develop customized plans that meet their unique needs and goals. We believe in providing exceptional service, professional enthusiasm, and a commitment to helping our clients achieve financial security and freedom.

Prittie Private Wealth is a financial planning and investment management firm that provides comprehensive financial solutions to individuals and business owners. Our team of experts offers a wide range of services, including discretionary investment management, comprehensive financial planning, insurance planning, and estate planning. We strive to educate our clients about their financial health and wealth, and provide them with tailored solutions to achieve their financial goals. With decades of experience and a commitment to transparency and integrity, we help our clients build and preserve their wealth.

CAPCORP is a leading independent financial services company providing innovative, practical, and secure solutions to business owners and their families. With a team of experts in retirement planning, estate planning, succession planning, and insurance brokering, CAPCORP offers tailor-made solutions to meet the evolving financial needs of its clients.

Valcore Planning Solutions is a full-service financial planning office that offers planning solutions for today's complex financial problems. Our team of financial planning professionals has decades of experience in the financial services industry. We provide a range of services, including investment advice, insurance planning, and corporate tax and succession planning. Our goal is to help individuals and businesses achieve financial security and peace of mind.

TK Financial Group provides comprehensive financial services, including insurance, investments, and business planning, to individuals and businesses in Ottawa and surrounding areas. Our team of experts offers personalized solutions to help clients achieve their financial goals. With a focus on estate planning, business planning, and integrated insurance planning, we strive to make financial literacy accessible to all. Our services include life insurance, critical illness insurance, professional disability, and employee benefits, among others.

Moore Financial is a 3rd generation family-owned and operated independent financial planning firm based in Ottawa, Ontario. They offer a range of services including wealth planning and transfer strategies, group solutions, retirement planning, and wealth protection. The company's experienced team helps individuals, families, and business owners make informed financial decisions to achieve their goals. With over 80 years of experience, Moore Financial provides unbiased financial advice to help clients build, protect, and transfer their wealth. Their dedicated team works closely with clients to understand their unique financial situations and develop personalized plans to help them achieve their financial success.

At Financial Health Partners, we understand that every individual's financial journey is unique. Our team of experts takes a collaborative approach to understand your goals, whether it's building a business, growing a family, or securing a legacy. We offer tailored wealth management plans, protection services, tax and estate planning, and saving and lending solutions to help you navigate your financial course and achieve success. Our goal is to provide you with the confidence and peace of mind that comes with knowing your financial future is secure.

Taylor Financial Group offers group benefits, life insurance, disability insurance, and more to help protect employees and businesses in Ontario. With over 20 years of experience, our team of financial security advisors provide personalized service to ensure your organization's benefits plan meets your needs and objectives.

PSP Investments is one of Canada's largest pension investment managers, dedicated to the long-term sustainability of public sector pension plans. We offer a range of asset classes, including Capital Markets, Real Estate, Private Equity, Infrastructure, Credit Investments, Natural Resources, and Complementary Portfolio. Our innovative and collaborative approach to investing enables us to respond with agility to investment opportunities and accelerate the transition to global net-zero emissions. With a growing global presence, we have direct access to key players around the world and a centrally located office in Montreal with top-of-the-line facilities.

Retirement in View offers professional financial planning services to individuals approaching retirement, providing customized guidance and recommendations to ensure a secure financial future. Our team of certified financial planners work with clients to create personalized plans, helping to alleviate financial stress and anxiety, and ensuring a peaceful retirement.

)At Evolution Planning Group, we will work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach. Our team has over 60 years of cumulative experience in the areas of: Insurance and Estate Planning Retirement Planning and Group Benefits Our process Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy. By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.

Trimaran Advisory Group is a family-owned business consulting and financial services firm that helps entrepreneurs and family-owned businesses navigate the complexities of building, growing, and transitioning their businesses. The company's objective is to help family businesses protect and control what they have built, and to create a strong legacy for future generations.

For over 40 years, Future Financial Planning Group has been providing professional and unbiased financial advice to clients in Ottawa, Westboro, Nepean, Gatineau, and surrounding areas. Our clients are primarily business owners, young professionals, and retirees. We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services.