3 Best Financial Services in Ottawa

“Potvin Financial Services is a dynamic team of personal financial advisors offering a wide array of financial services to their clients. Heading the firm is Kevin Potvin, the president and a second-generation financial advisor with an impressive track record of over 20 years in the financial services sector. His expertise lies in investment planning, estate planning, investment tax planning, retirement income planning, and investment decumulation strategies. One of his core principles is to offer independent and unbiased investment and insurance guidance. Potvin Financial Services is committed to delivering measurable outcomes to its clients, drawing from a well-tested methodology and extensive experience. Moreover, they boast a network of tax/accounting, mortgage, and legal specialists to cater to a diverse range of financial needs. Offering a comprehensive array of personal financial services, Potvin Financial Services takes pride in providing a complimentary consultation to its clients. Through this consultation, they strive to understand each client's unique goals and devise tailored financial strategies to help them achieve their objectives. With over 24 years of experience, they offer onsite services and online appointments to meet the diverse needs of their clients.”

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“McAuley Financial Services helps you create, implement, and manage a personal financial plan through respectful, confidential meetings. Jack McAuley is the founder and financial planner of the firm. He is a highly accomplished Certified Financial Planner and the esteemed founder of McAuley Financial Services. With an illustrious career spanning an impressive 45 years, Jack McAuley is a true veteran in the industry. As an expert in wealth planning, he possesses a deep understanding of the intricacies of financial management. The team at McAuley Financial Services cares about your future, dedicating their professional knowledge to your financial success. They help you prepare for retirement and worst-case scenarios. The team understands the importance of convenient and tailored service, offering one-on-one appointments and accommodating both virtual and in-person meetings to cater to their clients' preferences and needs.”

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“MDL Financial Group offers a sound, long-term financial plan to grow your assets to their fullest potential. They will integrate your tax optimization needs, insurance requirements, and estate into a comprehensive financial plan. At MDL Financial Group, their goal has always been for their clients to save money for their retirement and be protected in the event of a disability. They explore if their services fit your needs, then explain and document the services to be provided and define the key roles and responsibilities in the engagement. They will ask about your financial situation and personal and business goals and assess your tolerance to risk. The team then gathers all necessary documents and financial information at this stage before giving you any sound advice. MDL Financial Group also serves Casselman and Embrun.”

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