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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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Nancy Despard profile picture
Nancy Despard
Google star 1Google star 2Google star 3Google star 4Google star 5
Super nice team at Potvin Financial 😊 Highly recommend chatting with them.
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Jeff Parke profile picture
Jeff Parke
Google star 1Google star 2Google star 3Google star 4Google star 5
Kevin Potvin and his team at Potvin Financial Services are amazing when it comes to taking care of your investments. Kevin and his team are Professional, Knowledgeable and Trustworthy. I started with Potvin Financial in September 2023 and have nothing but success in my investments. I look forward to a strong finish in 2024. Kevin and his team are very approachable and available. Thanks Kevin and Team!!
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John Parish profile picture
John Parish
Google star 1Google star 2Google star 3Google star 4Google star 5
We're always pleased with the prompt, professional and knowledgeable service we receive from Potvin financial....We always value Kevin's advice on our financial portfolio. We highly recommend their services. John an Moya
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Ryan Dillabough profile picture
Ryan Dillabough
Google star 1Google star 2Google star 3Google star 4Google star 5
Kevin and his team are and have always been amazing to work with. He’s definitely the one we send our own family and friends to for the best advice and money making 🙂 thank you all so much for your continued fantastic~ness!!!
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Lori Driscoll profile picture
Lori Driscoll
Google star 1Google star 2Google star 3Google star 4Google star 5
Kevin is amazing and very knowledgeable. I feel he has always worked on our best behalf.
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Brent Sheldrick profile picture
Brent Sheldrick
Google star 1Google star 2Google star 3Google star 4Google star 5
All of my dealings with Kevin have been positive. He is a very professional, down-to-earth, and soft spoken gentleman who never makes you feel rushed. The advice he offers is well thought out and presented in a way that provides a clear understanding of all aspects of the transactions. I just wish I had more money for him to manage.....but he's working on that.
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Jon & Deanna Mains profile picture
Jon & Deanna Mains
Google star 1Google star 2Google star 3Google star 4Google star 5
We have been using Kevin’s financial services for a couple years now. We had gone to a bunch of different places and no one took the time to answer our questions like Kevin did. He has always been reliable and answers emails right away. We’ve always felt well taken care of by him.
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Rob Boucher profile picture
Rob Boucher
Google star 1Google star 2Google star 3Google star 4Google star 5
I have been working with Kevin for 2 years now, by far the best financial advisor I've had in years. He has guided my portfolio over the last rough years in the markets. He does regular follow ups and is easy to speak with Highly recommended.