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Potvin Financial Services Ottawa (Nepean)

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Nepean, Canada

potvinfinancial.com
Financial consultant· Consultant· Financial institution· Investment company· Private equity firm· Financial audit· Insurance company· Investment service· Tax consultant

Potvin Financial Services Ottawa (Nepean) Reviews | Rating 4.9 out of 5 stars (5 reviews)

Potvin Financial Services Ottawa (Nepean) is located in Nepean, Canada on 117 Centrepointe Dr Unit #320. Potvin Financial Services Ottawa (Nepean) is rated 4.9 out of 5 in the category financial consultant in Canada.

Address

117 Centrepointe Dr Unit #320

Phone

+1 6132246561

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Sarah Sapiano

Kevin has been managing my finances and advising me for over 10 years and has always been incredibly professional, responsive and knowledgeable. Kevin is always finding me the best ways to save money or create money. I highly recommend trusting him with your future planning.

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Michele Webster

Our financial planning and investments have been handled through Potvin Financial Services for over 25 years. I am impressed with their services and commitment to their clients and the personal touch they offer. They are quick to answer any questions we have and offer great advice. We realize at times the markets takes a downturn however we are confident that our investments are in good hands and monitored. Thanks Kevin, Rick and Team.

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Emily Hann

I've been investing through Kevin for about 8 or 9 months now, I think, and I'm super happy with the results so far. The team at the office are very personable and a pleasure to talk to. I'm a beginner with finance and investing, and Kevin is always helpful with any questions I might have. He even gives me great business and insurance advice!

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Kathy Heim

Excellent Financial Services. Kevin always takes the time to explain the current market trends, along with the history and how your portfolio has evolved during this review period. Kevin provides options that meet your personal financial investment comfort level. The staff are extremely friendly and efficient returning calls and emails rapidly . The quarterly newsletters are always welcome. They contain tips and reminders, regarding numerous topics along with some comic relief always a chuckle in there somewhere. Very refreshing, always look forward to getting the next copy. Have complete confidence with my investments.

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Alexander Goldmaker

I have had the pleasure of working with Potvin Financial Services for over 16years. Kevin Potvin and his team are second to none and truly understand the needs of both retirees and those planning for retirement. I would endorse the quality of Kevin Potvin's work and integrity to anyone who asks.

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