Potvin Financial Services
Potvin Financial Services is a dynamic team of personal financial advisors offering a wide array of financial services to their clients. Potvin Financial Services is one of the Three Best RatedĀ® Financial Services in Ottawa, ON.
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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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Location / Contact:
Working Hours:
Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
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