Fundex Investments Ottawa

Financial Retirement Ottawa

Hello and thank you for visiting Potvin Financial & Retirement Services’ webpage!

Every individual’s finances are personal and unique. For this reason, my webpage is designed to simply provide you with ways to connect with me so that we can discuss your individual needs and goals.

I am an independent investment and insurance advisor. I have flexible fee options available, including commission based or fee based, depending on your needs.

My role is to provide clients with a high level of service and support around their personal finances, with specific focus on:

  • Investment planning
  • Estate planning
  • Investment tax planning
  • Retirement income planning and investment decumulation strategies

I never make stock market predictions, nor do I recommend that anyone should try to time the markets. I focus on the long term and generally recommend risk-based, diversified and actively managed portfolio investment solutions, designed for today’s complex markets.

As a second-generation advisor with over 20 years experience in personal finance, I feel strongly that I can provide value to those who are nearing or presently enjoying their retirement years.

Your needs and priorities will always come first. You will receive recommendations based on a full understanding of your objectives and goals.

Existing clients or new Group RRSP applicants can use the link below to schedule an appointment.

Kind Regards,
Kevin Potvin

Kevin Potvin, QAFP, CPCA, EPC
President, Financial Advisor
Specializing in Retirement Planning

To Schedule an Appointment

General Enquiries and Requests for Complimentary Consultations

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Serving the areas of Nepean, Kanata, Manotick, Barrhaven, Stittsville, Gloucester, Ottawa and surrounding areas
Flexible Appointment Hours • Scheduled Appointments Only • Free On-Site Parking • Complimentary Initial Consultation

117 Centerpointe Drive, Suite 320
Ottawa, ON K2G 5X3
Tel: 613-224-6561
Fax: 613-224-3608

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    We have proudly served the Ottawa
    area for over 30 years and are accredited
    by Better Business Bureau
    Better Business Bureau Ottawa

    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.