Testimonials

Some of our Google Reviews:

Jesse Whyte
Jesse Whyte
22:13 02 Oct 16
Love the friendly service . I just recently started to us Potvin Financial . I highly recommend Kevin
Barry Jones
Barry Jones
18:12 06 May 16
My Mother has been with Potvin Financial 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
Dan Lanthier
Dan Lanthier
20:53 04 Apr 16
If you are not a client of Potvin Financial 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
Karen Lamberton
Karen Lamberton
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 Services if you're looking for an investment broker.read more
Gary Christopher
Gary Christopher
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 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 Services.read more
Craig Campbell
Craig Campbell
21:02 04 Feb 15
My wife, after many years of being a very happy client of Potvin Financial 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
Ania Hutchinson
Ania Hutchinson
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

 

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