Potvin Financial Services Ottawa (Nepean)

  • 5.0 38 ratings

What are Potvin Financial Services Ottawa (Nepean) 's services in Nepean ?

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What do you think about Potvin Financial Services Ottawa (Nepean) (Nepean) ?

Alexander G.,LocalHabitat
  • by Alexander G.
  • |
  • 1st January, 2020
5.0

I have had the pleasure of working with Potvin Financial Services for over 16years. Kevin Potvin and his team are second to none and truly understand the needs of both retirees and those planning for retirement. I would endorse the quality of Kevin Potvin's work and integrity to anyone who asks.

Emily H.,LocalHabitat
  • by Emily H.
  • |
  • 4th October, 2019
5.0

I've been investing through Kevin for about 8 or 9 months now, I think, and I'm super happy with the results so far. The team at the office are very personable and a pleasure to talk to. I'm a beginner with finance and investing, and Kevin is always helpful with any questions I might have. He even gives me great business and insurance advice!

Kathy H.,LocalHabitat
  • by Kathy H.
  • |
  • 29th April, 2019
5.0

Excellent Financial Services. Kevin always takes the time to explain the current market trends, along with the history and how your portfolio has evolved during this review period. Kevin provides options that meet your personal financial investment comfort level. The staff are extremely friendly and efficient returning calls and emails rapidly . The quarterly newsletters are always welcome. They contain tips and reminders, regarding numerous topics along with some comic relief always a chuckle in there somewhere. Very refreshing, always look forward to getting the next copy. Have complete confidence with my investments.

Michele W.,LocalHabitat
  • by Michele W.
  • |
  • 6th March, 2020
5.0

Our financial planning and investments have been handled through Potvin Financial Services for over 25 years. I am impressed with their services and commitment to their clients and the personal touch they offer. They are quick to answer any questions we have and offer great advice. We realize at times the markets takes a downturn however we are confident that our investments are in good hands and monitored. Thanks Kevin, Rick and Team.

Patrick Q.,LocalHabitat
  • by Patrick Q.
  • |
  • 9th February, 2020
5.0

Working with Kevin and his team has always been a pleasure. The service has been top rate. Friendly and proffesional.

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