About Us

About Potvin

Hello and thank you for visiting Potvin Financial 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 Investment Fund and Life 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 a 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 of 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.

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