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:

What is Fee-Only Financial Advice?

December 4th, 2017

Financial advisors like those at Potvin Financial operate within the guidelines of a specific industry to ensure investments better serve the client. While there are many payment models that a financial advisor in Canada may follow, the one you might encounter most often is the “fee-only financial advisor.” Aside from working with someone who doesn’t require commission, there are both pros and cons to this type of financial advice. Let’s… Read More»

Financial Planning Ottawa

August 1st, 2014

Financial planning is the process of meeting goals of your life through the proper management of your financial resources. It covers all matters related to your current financial situation, personal goals, retirement goals and your estate. It includes such elements as day-to-day cash flow management, choosing and managing your investments, retirement and estate planning, your insurance needs and tax planning. The financial planning process is a comprehensive exercise, a logical… Read More»