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I have been associated with the firm for over 20 years and can honestly state that they have always went out of their way to ensure that I received the best financial and professional help. They are compassionate, very much in tuned to the current market status on a daily basis. My life style is a result of their ongoing effort to ensure I receive the best return on my investments. I would recommend this firm to everyone that needs professional help.
After investing with chartered banks, investing with Potvin Financial Services was a game changer. Not only do they exceed our financial expectations but they provide a welcoming, unrushed environment where you never feel like you are asking a "stupid question." Three generations of our family have experienced the Potvin client focused approach. Thank you to Kevin and his personable, approachable staff.
My husband and I have had a number of high profile financial advisors through the years and our buck stops at Kevin Potvin. He is absolutely amazing. His financial advice has always yielded us great returns, even at the worst of times. He is also incredibly professional and easy to talk to. Aside from this, he is an amazing person and always goes way out of his way to contribute to our lives in other ways. For example, this year he donated a couple of great hockey tickets to my son's school for a fundraiser. I rarely leave these types of reviews but I felt that Kevin really deserved this one. If you are looking for financial advice from someone who truly cares about his clients, do not hesitate. You will absolutely not regret it.
Ania Hutchinson, Ottawa
My wife and I have been clients of Kevin for 15 years. When we started with him we had recently married (second marriage for both of us), were both public servants, and hoped to retire around the end of 2015. Kevin helped us establish a financial plan towards our retirement goal and over the course of the following 13 years provided expert guidance to modify the plan to accommodate both changes in our financial circumstances and fluctuations in the investment market. Over the years he has combined sage advice with creative ideas that both protected our investments and saw them grow beyond our expectations, enabling us to achieve our goal of retirement at the end of 2015. Since then he has continued to be invaluable in providing financial advice related to our new, very enjoyable status as retirees. We both find Kevin a joy to deal with and have a great deal of confidence in his financial knowledge and advice.
Jim Thomson, Ottawa
Potvin Financial Services (PFS) has been managing my parents financial and investment needs for many years; providing them guidance so they could be comfortable in their retirement. Unfortunately life does not always go as planned, but PFS continued their excellence in service to my Mother after my Father passed. And now with Mom aging, Kevin is taking the time to explain to me; Moms’ finances, how her portfolio has evolved, the current market trends and also the role I will have take on as Executer to her estate. Kevin offered options that were available to meet our families needs....and within my Mothers personal financial investment comfort level.