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Potvin Financial Services Ottawa (Nepean)
Trusted Financial Planning and Investment Management for Ottawa Families
4.9(80 reviews)
$$$
accountant
accountant
financial-advising
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About Potvin Financial Services Ottawa (Nepean)
Potvin Financial Services provides expert financial planning and investment management in Ottawa, with a focus on personalized, client-first strategies. Led by Kevin Potvin and a professional team, we offer reliable advice for individuals and families, building trust over decades. Our high Google rating of 4.9/5 reflects our commitment to integrity and success in helping clients achieve their financial goals.
Business Info
Location
Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada
Services Offered
Financial Planning
Personalized strategies to help clients set and achieve long-term financial goals with honest, tailored advice.
Investment Management
Professional management of investment portfolios to optimize returns and align with client risk tolerance and objectives.
Retirement Planning
Comprehensive planning services to secure a stable and prosperous retirement through careful investment and savings strategies.
Wealth Management
Holistic approach to managing assets, including estate planning and tax-efficient solutions for overall financial health.
Client Advisory Services
Ongoing support and consultation to adapt financial plans as life circumstances and market conditions change.
Reviews
4.9(80 reviews)
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