An Overview of Potvin Financial and Retirement Services in Ottawa, ON
Our Advisors provide independent
and non-biased investment and insurance advice
Our primary functions are managing investment accounts
and insurance policies for our clients
Examples of investment accounts we manage for our clients
are RRSP/RRIFs, NON-REG, TFSAs, RDSPs and LIRA/LIFs
Examples of insurance policies we manage for our clients
are Life, Disability & Critical Illness (we do not offer
home and/or automobile insurance)
PFRS Advisors receive their revenues directly from the
investment & insurance companies that manage your
accounts and policies in the form of commissions
Mutual funds charge annual management fees (MERs)
to investors and a portion of the MER is paid to your advisor
Insurance companies pay commissions directly to advisors
All fees, costs and charges are fully explained before
any new advisor-client relationships
Minimum account requirement is $100,000
Once your PFRS Advisor is named as the advisor
on file for your investment and insurance policies
you are entitled to the following benefits:
1. Semi-Annual Reviews (in person, phone or digital means)
2. Access to your advisor by phone or email whenever you
have a personal finance related matter
3. Cash flow, budgeting & investment tax planning
4. Retirement planning services including RRIF planning
and retirement income planning
5. Estate planning services
6. Annual investment statements and on-line
access to your plans and policies
Today’s investing environment is more complex
and fast-paced than ever before
PFRS Advisors do not offer market timing advice or
market speculation – we focus on the long term
We promote simple investment solutions
that can stand the test of time
PFRS Advisors recommend managed portfolios
offered through a number of investment companies
Managed portfolios are comprehensive and
actively-managed, designed for today’s complex markets
Your needs and priorities come first
You will get the same recommendations we would give ourselves,
our business and our families, if in similar circumstances
You will receive recommendations based on a full understanding
of your situation, goals and objectives
We will work hard to simplify everything for you including
providing you with a clear understanding of how we are paid
We will respect your privacy at all times and will only refer you to
other experts with your consent
Mutual Funds provided through FundEX Investments Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
An Overview of Potvin Financial and Retirement Services in Ottawa, ON
Mutual Funds provided through FundEX Investments Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
We have proudly served the Ottawa area for over 30 years and are accredited by Better Business Bureau.
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