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.
UNIQUE FACTS:
• Over 24 Years of Experience
• Onsite Services
• Online Appointments.
3 Best Financial Services in Ottawa, ON
Expert recommended Top 3 Financial Services in Ottawa, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
POTVIN FINANCIAL SERVICES REVIEWS
I have been a customer of Potvin Financial Services since it was headed by Kevin's father Rick in 1974. I have always received the best service I believe is possible. Kevin has done several Zoom conferences with our family in the past year and even managed to make his in person visits to our home in Vineland Ontario (near St. Catharines, Ontario) despite Covid and poor weather. I would say that I am a somewhat conservative investor and Kevin has provided excellent service with this in mind. He is always contacting us regarding changing our accounts when he deems it to be prudent or when our family members, our benefactors, information needs updating. Thanks Kevin. Ten out of ten stars!!
I have worked with Kevin at Potvin Financial for many years now. Everyone I have worked with is helpful, considerate and very responsive. Kevin is amazing to work with, he always makes time for questions and in my experience he treats every client like they are most important in that moment. I have really appreciated the work that Kevin has done, and I never feel like I cannot reach out if I have questions or concerns. A 5 star company for sure!
I have been with Potvin Financial Services for over fifteen years. They (in my opinion) have the most integrity and security in the business. Their personal touch along with their genuine concern for our future makes Kevin and his staff the best within our area - Gayle D.
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McAuley Financial Services is your reliable partner in achieving financial well-being, catering to both personal and group clients. Their team of MFS-certified financial planners is dedicated to guiding you and your finances through various life changes. The trust of thousands of Ottawans in their profession is a testament to their expertise and commitment. At McAuley Financial Services, they design personalized investment programs that align with your goals and address your unique risks. Their objective advice encourages sound financial decisions even during emotionally challenging or stressful times. Whether it's preparing for retirement or navigating worst-case scenarios, their support and guidance are invaluable. The firm extends its services to group retirement savings plans, where they meet each employee individually to provide personalized financial planning advice. McAuley Financial Services 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.
UNIQUE FACTS:
• Online Appointments
• Long Term Relationship
• Responded to Within 24 Hours
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MCAULEY FINANCIAL SERVICES REVIEWS
We have been McAuley Financial Services clients since 2021 and are so glad we switched to this company. Angela Houle takes great care of our financial portfolio and connects with us at least twice a year to go over our finances. We highly recommend this company to anyone looking for excellent financial advice.
I am very grateful for the guidance and financial advice that McAuley Financial Services has provided through the past , and now I have been well set up for my retirement. I have confidence in Kevin’s recommendations as he carefully assesses my needs and goals. The partners and the support staff function very well together.
We have been clients of McAuley Financial Services for over 3 years. Kory is very responsive and is always there to answer our questions or concerns. He takes the time to explain our options and helps us make the right decision for our future. We have and will continue to recommend McAuley Financial to anyone who is looking for help in securing their financial future.
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Astrolabe Financial Group Inc. offers fee-for-service financial planning in Ottawa, co-founded by Stevan Dostanic and Ryan Kerr, two experienced financial professionals. Their approach emphasizes building a solid understanding of the underlying factors behind your financial decisions. Whether you need assistance in creating a robust financial plan or exploring retirement options, Astrolabe Financial Group Inc. is there to support you every step of the way. Specializing in crafting comprehensive financial plans tailored to your specific goals, they ensure that all your concerns are addressed while outlining the precise methods for achieving success. To further empower their clients, the firm conducts workshops and seminars, providing valuable personal financial education. Astrolabe Financial Group Inc. values its clients' time and offers a complimentary 15-minute initial phone consultation, enabling you to discuss your needs and assess how they can be of assistance. With their commitment to providing expert financial guidance, the firm seeks to empower individuals to make informed and successful financial decisions.
UNIQUE FACTS:
• Online Appointments
• 12 Years of Experience
• Onsite Services.
Specialty:
$Price:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ASTROLABE FINANCIAL GROUP INC. REVIEWS
I am happy to highly recommend Stevan and Astrolabe financial. I am very happy with the portfolio and retirement planning advice I have received. Stevan made seamless adjustments in portfolio suggestions as my risk tolerance evolved. He walked me through and provided additional information above and beyond to help raise my comfort level with unfamiliar asset classes.
I worked with Alex to help me feel confident that my husband and I could retire now. Alex took great effort to be sure he understood our retirement goals. He analyzed my corporate investments as well as my husband’s company pension, our RRSPs and TFSAs. Alex provided a strategy that will save us thousands of dollars a year, as well as secure reliable growth. We now know when to draw our CPP, OAS and RRSP and how to balance them with our pension and corporate dividend income. The attention, knowledge and resulting documentation exceeded my expectations. I recommend Alex and Astrolabe. I will be working with them more in the future to make sure we stay to our financial plan.
I received exceptional results and an immediately executable financial action plan from Ryan Kerr at Astrolabe. My wife and I can now move into our pre-retirement phase with confidence and ease of mind. We will be able to optimize our financial situation while avoiding paying high management fees on the investments in them. I highly recommend Ryan and Astrolabe for anyone who wants to take control of their finances.
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