About Us
Potvin Financial Services Ottawa (Nepean) Potvin Financial Services is an independent financial advisory firm. The primary focus of independent firms is on providing value to their clients. They prioritize delivering high-quality service and support, as their reputation and client satisfaction directly impact their business success. They are not tied to any particular financial institution or product provider, and they are not obligated to promote or sell products from specific companies. They have the freedom to recommend a wide range of financial products and services, including investments, insurance, and financial planning solutions. This broad selection ensures that clients can choose from various options to find the best fit for their needs.
We understand that everyone’s financial situation is unique. That’s why we prioritize personalized service and flexibility, offering both commission-based and fee-based options to suit your needs. Our services encompass a broad range of areas, including investment management, insurance, multi-generational wealth planning, and retirement planning.
We emphasize long-term strategies over market timing, recommending diversified and actively managed portfolios to navigate today’s complex financial landscape. Our commitment is to provide unbiased, independent advice tailored to your specific goals, ensuring you receive the highest level of support.
With a robust network of tax, mortgage, and legal specialists, we offer comprehensive financial solutions and complimentary consultations to better understand your objectives. Our team’s dedication to professionalism, accessibility, and personalized care is reflected in the overwhelmingly positive feedback from our clients.
Whether you’re nearing retirement or already enjoying it, Potvin Financial Services is here to help you achieve your financial goals with confidence and clarity.
Potvin Financial Services is founded by Richard Potvin, who brought over 45 years of experience in personal finance. Richard started his career with Standard Life and eventually transitioned into being an independent advisor. Richard is now enjoying his retirement, spending time on the golf course, traveling with his spouse, and following many local sports teams in Ottawa.
Heading the firm is Kevin Potvin, the president, and a second-generation financial advisor with over 20 years in the financial services sector.
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Contact Us
Email: info@potvinfinancial.com
Phone: +16132246561
Toll Free Number: 1-888-924-6561
Hours: Monday-Friday 9 am–5 pm, Saturday-Sunday Closed
Official Website: https://potvinfinancial.com
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