Best Financial Services in Ottawa, ON

Handpicked Top 3 Financial Services in Ottawa. How can we actually say this? Our 50-Point Inspection includes everything from checking reputation, history, complaints, reviews, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 2011

Investments, Retirement Planning, Estate Planning, Cash Flow, Income Tax Planning, Life, Critical Illness & Disability Insurance

Provides the best products and services from various Financial and Insurance companies - Specializes in Retirement Planning

Monday - Friday 9:00 am - 9:00 pm

I am very satisfied with my new Retirement Plan. It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew. I would recommed his retirement planning and care to any one that is lost and needs some great and exciting new ideas!
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2100 Thurston Drive, #13b, Ottawa, ON K1G 4K8


Since 1986

Financial Planning, Retirement Planning, Estate Planning, Mortgage Planning, Tax Planning, Employer Benefits, Mortgages, Insurance, Life, Long Term Care Insurance, Budgeting & Debt Management

Offer a full range of Financial services to clients ranging from first time Home buyers to Retirees - Free Consultation

Monday - Friday 8:00 am - 4:30 pm

Kevin's services have been excellent! It's always a pleasure to meet with him and discuss my investments, as well as chat about our families. He is knowledgeable and professional, yet very caring and interested in my well-being. I enjoy going for my semi-annual check up - and it doesn't hurt that my investments are doing great as well! I strongly recommend Potvin Financial Services if you're looking for an investment broker.

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117 Centerpointe Drive, Suite 320, Ottawa, ON K2G 5X3


Since 1988

Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Portfolio Analysis & Insurance Analysis

Specializes in providing Insurance, Investments and Taxation Planning

By Appointment

Integrity, honesty and trust are the reasons I chose Kevin Potvin from Potvin, Rowland Financial Services to manage the money invested for my family's future. After sorting through the finances for me and my young family, Kevin was always quick, knowledgeable and accurate in responding to my questions. Would highly recommend Kevin!
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383 Parkdale Avenue, Suite 200, Ottawa, ON K1Y 4R4