3 Meilleurs Services Financiers à Ottawa, ON

My husband and I have had a number of high profile financial advisors through the years and our buck stops at Kevin Potvin. He is absolutely amazing. His financial advice has always yielded us great returns, even at the worst of times. He is also incredibly professional and easy to talk to. Aside from this, he is an amazing person and always goes way out of his way to contribute to our lives in other ways. For example, this year he donated a couple of great hockey tickets to my son's school for a fundraiser. I rarely leave these types of reviews but I felt that Kevin really deserved this one. If you are looking for financial advice from someone who truly cares about his clients, do not hesitate. You will absolutely not regret it.

Potvin Financial Services (PFS) has been managing my parents financial and investment needs for many years; providing them guidance so they could be comfortable in their retirement. Unfortunately life does not always go as planned, but PFS continued their excellence in service to my Mother after my Father passed And now with Mom aging, Kevin is taking the time to explain to me; Moms' finances, how her portfolio has evolved, the current market trends and also the role I will have take on as Executer to her estate. Kevin offered options that were available to meet our families needs...and within my Mothers personal financial investment comfort level.

After investing with chartered banks, investing with Potvin Financial Services was a game changer. Not only do they exceed our financial expectations but they provide a welcoming, unrushed environment where you never feel like you are asking a "stupid question." Three generations of our family have experienced the Potvin client focused approach. Thank you to Kevin and his personable, approachable staff.

Ces avis sont fournis à titre informatif et pour vous aider à prendre des décisions éclairées.

Pour partager votre expérience, cliquez ici ou envoyez-la à reviews@threebestrated.ca.

Nous afficherons à la fois des avis positifs et négatifs. Tous les avis soumis sont publiés après vérification de l’authenticité et de la conformité avec nos Conditions générales, notre Politique de confidentialité et nos Directives communautaires relatives aux avis.

I have worked with Angela Houle for over 25 years. We started retirement discussions early - my wish was to retire by 57 however I didn’t think that would truly happen. When I turned 50, Angela and I met to see if this was possible. At this time, it looked like it would have been touch and go to retire the way I wanted to. We met annually to review this goal. At 55, I submitted my resignation to my workplace of 28+ years!! I was able to leave full time employment TWO YEARS earlier than planned. To keep myself engaged I started consulting on a part time basis. This month, at our annual ‘retirement review’ meeting Angela opened up the meeting with the question - “Are you having fun consulting. Because I am here to tell you you do not need to work at all anymore - go do all your fun stuff!!!” While I knew this intuitively, the sense of freedom and joy to hear this coming from your financial advisor- and seeing the numbers proving it - is beyond measure! If you think it’s not possible, I can tell you Angela works extremely hard helping you reach your goals. I would recommend McAuley Financial Services for numerous reasons- this is one of them.

I have had the good fortune to have Jack & McAuley Financial as my advisor for over 30 years. Having Jack represent you not only do you get informed, experienced guidance but you are dealt with in a personal and caring manner not often offered in today's fast paced you're a number world. Over those years I have benefited from Jack's counsel but most recently I have been extremely impressed with the time and effort bringing about security, clarity and confidence while assisting my 92 year old mother with all her financial affairs. Always making appointments easy, dropping by her home or spending time and effort to provide her with peace of mind. I recommend Jack to my family, friends and colleagues and to anyone who wants calm, attentive and experienced guidance. If you're looking for personalized service with integrity and knowledge where the philosophy of the client comes first is more than just a slogan, then you would be well advised to put your financial future in Jack's and McAuley Financials care.

have been leveraging Jack McAuley's insurance knowledge and experience since I was 25 years old. I am now 61 and still seek his advice. Before it was for planning disability and life insurance for myself and my family. Now it is for retirement planning. Jack and his team are extremely well versed in insurance and financial planning. I recommend McAuley Financial to my friends and relatives.

Gabriel has a passion for excellence and adheres to the highest standards. He has a high level of technical knowledge and is very personable. He puts clients at ease, engages in effective problem-solving, and can explain technical issues and concepts to clients in clear and concise terms. With his knowledge base and excellent interpersonal skills, Gabriel provides tailored service to meet his clients’ needs. I have no hesitation in referring my clients to Gabriel, knowing that they are met with excellent service.

Gabriel is not only a very talented financial planner but also exceptionally personable. He understands the ins and outs of all aspects related to investing, markets, insurance, taxes and so much more. In addition, he understands the individual needs and wants of my finances and provides sound recommendations at every turn. Trust in someone is the most important thing when it comes to my money. Gabriel has proven this time and time again that he is that right person. I strongly recommend anyone seeking financial advice to drop him a line.

Was with a financial advisor for a number of years before sitting down to meet Gabriel for the first time. He was very strategic in his approach and set a planned approach specific to my needs and wants. Best of all he’s always there when you have questions about your investments and fluctuations in the market. Highly recommend sitting down with him if you haven’t already.