Some of our Google Reviews:
02:22 10 Nov 18
Thank you so much to Potvin Financial services for your contribution to our WC Warriors Atom B1 team!
02:06 10 Nov 18
Thank you Potvin Financial and Retirement Services for your generous sponsorship of the West Carleton Atom B1 team. Many thanks for helping make this season a successful one!
13:39 05 Nov 18
We met Rick and Kevin through my elderly Mother whose investments they looked after. They were very attentive to her needs, treating her with kindness and respect. Their advice showed a genuine concern for her wellbeing. We were impressed and decided to place our own investments with them as well, and have not been disappointed. We have confidence that they are taking good care of our finances as well as advising us on estate planning. They visit us in our home in Toronto at least twice a year and respond quickly to any questions or concerns. They do not push or oversell. They are very personable and are a pleasure to deal with.read more
22:46 13 Jun 18
My wife and I have been clients of Kevin for 15 years. When we started with him we had recently married (second marriage for both of us), were both public servants, and hoped to retire around the end of 2015. Kevin helped us establish a financial plan towards our retirement goal and over the course of the following 13 years provided expert guidance to modify the plan to accommodate both changes in our financial circumstances and fluctuations in the investment market. Over the years he has combined sage advice with creative ideas that both protected our investments and saw them grow beyond our expectations, enabling us to achieve our goal of retirement at the end of 2015. Since then he has continued to be invaluable in providing financial advice related to our new, very enjoyable status as retirees. We both find Kevin a joy to deal with and have a great deal of confidence in his financial knowledge and advice.read more
00:32 26 Apr 18
Excellent service from Robyn Hardiman! She is always easy to reach and ready to help. She has given us excellent financial advice and helped us keep on track with our insurances and financial future. We highly recommend Robyn!read more
23:03 02 Apr 18
Super friendly, honest and sincere. Highly recommend! Kevin provides a relaxing, welcoming environment and personal, tailored financial advice. He takes great care of us every time we visit and is always responsive when we reach out.read more
17:21 21 Mar 18
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!
16:52 01 Mar 18
Kevin, his dad, and the whole team are amazing. I feel like they are part of my family! They have helped, and continue to help, as the myriad complexity of aging parents, my ever-changing situation and generally life and financial security as a whole sometimes is overwhelming. I can always rely on Kevin to be "real" with me and explain everything is a way I can truly understand it. I highly recommend Potvin.read more
17:47 11 Feb 18
After investing with chartered banks, investing with Potvin Financial & Retirement Services was a game changer. Not only do they exceed our financial expectations but they provide a welcoming, unrushed environment where you never feel like you are asking a "stupid question." Three generations of our family have experienced the Potvin client focused approach. Thank you to Kevin and his personable, approachable staff.read more
13:57 09 Feb 18
We began working with Kevin a couple of years ago and are very satisfied. He is organized, responsive and provides good unbiased advice. We highly recommend him to anyone needing financial guidance.
13:35 08 Feb 18
We have been with Kevin for over 8 years. We have a small portfolio but he treats us like millionnaires. The whole staff is incredible!They are like family to us. Thankyou!
14:16 07 Feb 18
Potvin Financial have a great, helpful staff. They are quick to answer questions and follow up with any request we have had. It is always nice meeting with Kevin.
22:13 02 Oct 16
Love the friendly service . I just recently started to us Potvin Financial . I highly recommend Kevin
18:12 06 May 16
My Mother has been with Potvin Financial & Retirement Services for over 30 years,and i made the wise choice to move all my investments over to them afew years ago. I'm not a big player in the financial world but i've alwaysbeen treated like a very special person, it's always a pleasure to stop byand talk to Kevin about my investments, world politics and yes even plants...read more
20:53 04 Apr 16
If you are not a client of Potvin Financial & Retirement Services, you should be. A small family business that punches well above its weight but still provides you the client with personal, fast, friendly service. Whether dealing with Kevin, Rick or any of the staff you can count on them to respond in a timely manner with clear and understandable answers to even the most complex questions. As well, the solutions that they have provided have always taken into account my short-term needs and long-term goals. I am so confident in working with Kevin as he truly listens to my needs and provides a custom solution to meet my goals and objectives. I have recommended Kevin to many of my friends, family and colleagues, knowing that they will enjoy the same level of service, attention, professionalism and solutions that he brings to me and my family. read more
22:04 26 Mar 15
Kevin's services have been excellent! It's always a pleasure to meet with him and discuss my investments, as well as chat about our families. He is knowledgeable and professional, yet very caring and interested in my well-being. I enjoy going for my semi-annual check up - and it doesn't hurt that my investments are doing great as well! I strongly recommend Potvin Financial & Retirement Services if you're looking for an investment broker.read more
04:53 07 Feb 15
I had bad experiences in the past with financial planners and financial services. They always tried to sell you want they wanted, what they got the highest commissions on, and not listening to your needs.I gave up, and then my wife found Kevin Potvin @ Potvin Financial & Retirement Services.I was pretty weary at first. However, as my money grew, my trust grew as well.Even when we were faced with the big economic downfall in 2008-2009, Kevin protected my investment and transitioning my funds from US to Canada. Before the improvement in the US economy, Kevin met with me and told me it was time to transition back to the US. It gave me as much as 30 % return on some of my investments.Let me just make it simple:1. If you want someone honest and is knowledgeable, 2. If you want someone who has vision in the financial markets3. If you want someone who treats your money as their own,4. If you want someone who can break down the financial jargon in simple words,5. If you want a team with professionalism, promptness and exceptional customer service,Please do yourself a favour and call Kevin, call Potvin Financial & Retirement Services.read more
21:02 04 Feb 15
My wife, after many years of being a very happy client of Potvin Financial & Retirement Services, convinced me to try their services too. In just a year, I have been pleasantly surprised at the successful investment selection recommendations, management and administration assistance of the funds. Also they are very organized, and well structured to make sure all aspects are covered in managing our portfolio.It is always a pleasure to meet with Kevin Potvin for our review and plan sessions, making things easy to understand and very helpful in guiding us through option choices; choices that so far have been very good ones when looking at the bottom line performance! As well all of the staff are always very pleasant and very helpful. I would most highly recommend them. Craig and Elna Campbellread more
01:37 12 Jan 15
I have been associated with the firm for over 20 years and can honestly state that they have always went out of their way to ensure that I received the best financial and professional help. They are compassionate, very much in tuned to the current market status on a daily basis. My life styleis a result of their ongoing effort to ensure I receive the best return on my investments.I would recommend this firm to everyone that needs professional help.read more
19:03 11 Dec 14
My husband and I have had a number of high profile financial advisors through the years and our buck stops at Kevin Potvin. He is absolutely amazing. His financial advice has always yielded us great returns, even at the worst of times. He is also incredibly professional and easy to talk to. Aside from this, he is an amazing person and always goes way out of his way to contribute to our lives in other ways. For example, this year he donated a couple of great hockey tickets to my son's school for a fundraiser. I rarely leave these types of reviews but I felt that Kevin really deserved this one. If you are looking for financial advice from someone who truly cares about his clients, do not hesitate. You will absolutely not regret it. read more