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Expertise :Financial Advisor Specializing in Retirement Planning
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Qualification :QAFP, CPCA, EPC
Kevin
President
Kevin Potvin is a second-generation financial advisor with over 20 years of experience in personal finance. He has gained hands-on experience in investment planning, estate planning, tax planning, and retirement income and investment decumulation strategies. He translates this experience to create an ideal solution for each client. His expertise allows him to recommend long-term risk appetite-based investment portfolio suggestions that do not depend upon market predictions. Focusing on your growth and stability, Kevin Potvin provides realistic and implementable financial solutions.
“It starts with a conversation, where we can understand what you need to build your future. With that picture in mind, we can design a framework to help you manage all challenges.”