PF
Potvin Financial Services Ottawa (Nepean)
Ottawa's trusted accounting and financial consulting partner.
4.6
Accountant
$$$
Ottawa's trusted accounting and financial consulting partner.
Potvin Financial Services Ottawa (Nepean) provides accounting and financial consulting in Ottawa. Located at Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, the firm offers professional accounting and finance guidance for individuals and small businesses in the Nepean area. Recognized as a local point_of_interest and establishment, it delivers accessible, expert support for financial planning and compliance.
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Personalized strategies to help clients set and achieve long-term financial goals with honest, tailored advice.
Professional management of investment portfolios to optimize returns and align with client risk tolerance and objectives.
Comprehensive planning services to secure a stable and prosperous retirement through careful investment and savings strategies.
Holistic approach to managing assets, including estate planning and tax-efficient solutions for overall financial health.
Ongoing support and consultation to adapt financial plans as life circumstances and market conditions change.
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Overall rating
Cathy Patrick
great service
Sean Docemo
I have invested with Potvin Financial and used their services for over 20 years. I couldn't be happier with their service, integrity, and the sound advice I have received over the many years. Kevin and the staff are approachable and friendly. Kevin takes an education first approach, which I like, and he's flexible enough to meet you wherever you are in your insurance and investing journey. They are always willing to do their level best to help even with somethings outside their wheelhouse by providing referrals to othe trusted service providers, and help tips and info. Yes, you can invest in ETFs for cheaper and do self-directed but, their help and assistance is well worth the cost. And you can always do both. You can't go wrong with Kevin and the team. Try them.
Josee
They will sell your portfolio to a coworker who splits off without your consent
Seema B
My husband and I met with Kevin to discuss our financial goals, we were very appreciative of the information he provided and his honesty with us that they wouldn't be the ideal advisors for us at this time in our lives. It was a great discussion and he pointed us in the right direction. This is truly great service.
Francois Rochon
I've been with Potvin Financial for as long as they've been around. I met Rick when I was 17 and I'm about to retire. Nothing but great advice. Yes there have been ups and down with the market but keeping with the advice given my family has done very well. Rick has retired ( or so he says). I've been dealing with his son (Kevin) for the last 20 years....never skipped a beat. I've recommended Potvin Financial to a lot of people and still do.
Ryne Galea
Great service , takes the time to work on what’s best for you and helps you in every step along the way. Makes you feel comfortable and confident when planning your financial future !!
