Our Team
The success of Potvin Financial Services is attributed to the diversified skill sets and strong work ethic of its team members.
Kevin Potvin
Kevin has a passion for helping people simplify their finances. He is committed to fostering long-term working relationships with his clients built on a foundation…
Rachana Ghosh
Rachana joined Potvin Financial Services in 2020 and is a dedicated and efficient Executive Assistant to Kevin Potvin. She has a Bachelor’s Degree…
Ana Thormann
Ana is the newest member at Potvin Financial Services, working as the company’s Administrative Assistant. She has a Master’s Degree in Conference Interpreting…
Pamela Potvin
Pamela is the Corporate Affairs and Scheduling Manager at Potvin Financial Services. She ensures the smooth operation of daily activities and fostering…
Kevin Potvin
Kevin has a passion for helping people simplify their finances. He is committed to fostering long-term working relationships with his clients built on a foundation of trust. He is the current president and financial planner with Potvin Financial Services.
He is a Qualified Associate Financial Planner (QAFP), an Elder Planning Counselor (EPC) as well as a Certified Professional Consultant on Aging (CPCA). He is a member of the Canadian Federation of Independent Businesses (CFIB) as well as a long-standing member with Advocis, the Financial Advisors Association of Canada.
Born, raised, and residing in Ottawa (Nepean) with his spouse and four children, Kevin has over 20 years of experience in personal finance, providing the most value to those who are nearing or presently enjoying their retirement years.
Rachana Ghosh
Rachana joined Potvin Financial Services in 2020 and is a dedicated and efficient Executive Assistant to Kevin Potvin. She has a Bachelor’s Degree in Commerce, a Diploma in Financial Services and recently obtained her Life Insurance License, which all enhance her versatile skill set.
Known for her helpful and communicative approach, Rachana is dedicated to assisting our existing clients, onboarding new clients, and ensuring smooth overall operations. Outside of work, she enjoys singing, hiking, and diving into a good book, reflecting her love for creativity and adventure.
Ana Thormann
Ana is the newest member at Potvin Financial Services, working as the company’s Administrative Assistant. She has a Master’s Degree in Conference Interpreting from York University and is a recent graduate from the Office Administrative Executive program at Algonquin College.
Ana is tech-savvy, has strong attention to detail and is passionate about providing clients with the highest quality of administrative support. In her free time, Ana enjoys going on walks with her dog, riding her bicycle, and continuing to immerse herself in the world of video games.
Pamela Potvin
Pamela is the Corporate Affairs and Scheduling Manager at Potvin Financial Services. She ensures the smooth operation of daily activities and fostering strong client relationships through exceptional responsiveness and efficiency.
We've received really reliable financial advice from Kevin Potvin. He's friendly, respectful and great at showing/giving multiple options. We highly recommend Potvin Financial!
Kevin has always provided sound financial advice with friendly prompt service.
I have been dealing with Kevin and his team for years. They make you feel like family and immediately put you at ease. I would recommend them to anyone
My family has been entrusting our investments with Kevin and his team for years. Kevin is very professional and if we have any questions Kevin and his team are very quick to answer them promptly. We would definitely recommend Potvin Financial Services to anyone looking for a financial planner. Keep up the good work.
I have been with Potvin Financial Services through many life stages over the past 20 years. Kevin and his team have provided exceptional support throughout this time for all my financial decisions - both big and small! Highly recommend them for honest & straightforward financial guidance.