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Our Services

Investment Planning & On-going Investment Management Services

Insurance Planning & On-going Insurance Management Services

Retirement Transition Planning

Retirement Income Planning and Investment Decumulation Strategies

Estate Planning

Why choose us?

Generational business

Kevin Potvin is a second-generation financial advisor with over 20 years of experience in the financial services sector.

Specializing in retirement strategies

We focus on retirement transition and income planning and offer individualized retirement plans

Network of experts

We have a network of tax/accounting, mortgage & legal specialists

Experienced team

Our combined team has provided financial advice and services to our clients for over 50 years

Four Simple Steps To Get Started

01
Consult
Let's get to know each other
02
Engage
Clarify the terms of our working relationship
03
Execute
Customize a plan and set it in motion
04
Manage
On-going updates and regular performance reviews

What Our Clients Have To Say About Us

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