Financial Services

September 1st, 2019

What’s the Difference Between a Financial Planner & Financial Advisor?

June 24th, 2019

Though some people use the titles interchangeably, financial planners and financial advisors are two different entities that revolve around helping clients meet specific financial objectives. However, planners and advisors work differently. Necessary qualifications and education are also different. What Does a Financial Planner Do? Beyond the province of Quebec, anyone can call themselves a “financial planner.” In Canada, you do not need a designation to be called a financial planner,… Read More»

Contact Potvin Financial Services

April 15th, 2019

Potvin Financial & Retirement Services Serving the areas of Nepean, Kanata, Manotick, Barrhaven, Stittsville, Gloucester, Ottawa and surrounding areas Flexible Appointment Hours – Scheduled Appointments Only – Free On-Site Parking 117 Centerpointe Drive, Suite 320 Ottawa, ON K2G 5X3 Tel: 613-224-6561 Fax: 613-224-3608 Or fill out the contact form below: