Financial Services Ottawa
Advice to fit your needs!
With over 50 years of combined experience in Ottawa helping our clients feel comfortable with their finances, we can help answer all of your questions and work with you to develop and maintain a comprehensive financial strategy that’s right for you.
We understand that financial planning can be a frustrating area to navigate. There are a lot of buzz words, acronyms and terms in this industry that can leave people feeling frustrated, overwhelmed and often confused. Our goal is to help our Ottawa area clients fully understand everything with a no-pressure approach and take charge of their finances and financial future with some easy steps and help.
Potvin Financial & Retirement Services is comprised of a team of personal financial advisors, a mortgage agent, an insurance specialist and group benefits specialists.
Here is a list of the financial services we provide in Ottawa and surrounding areas:
We will review your overall financial situation with you and work together to identify and implement realistic solutions that are compatible with your individual needs and goals. The financial planning process is a moving target because life is constantly changing. We meet with our clients on a regular basis (1-4 times per year based on client needs) to review their investment funds and insurance portfolios. This allows us to monitor and adjust their plans as required for their current life stage.
Here are some examples of the areas we work with our clients:
Investment Management Services
RRSP’s? TFSA’s? RESP’s?, RDSP’s? In a world of acronyms, abbreviations, and options it’s easy to become overwhelmed and frustrated with managing your investments. We help simplify the process and offer ongoing investment management services to our clients through regular client review meetings. We help our clients to ensure they are taking maximum advantage of what is available to them and more importantly what is affordable for them. We understand people want to enjoy life while planning for the future and we work with clients to make it all happen.
Here are some broad examples of the types of investments we help our clients manage:
There are so many options when it comes to the various types of insurance one might consider at different stages in life for different reasons. So many people never realize how insurance can be used to avoid taxes for your loved ones. We take the time to discuss all of your options, costs and benefits for each individual client.
We offer a full range of personal insurance for: