Potvin Financial Services Ottawa (Nepean)

When I lost my husband and had to deal with all that is involved when there is a death, Kevin was a life saver. I never felt rushed or that I was on the clock. He spent as much time with me that was needed for me to understand everything that he recommended.I have complete confidence in him.He contacts me every so often to make sure I am OK and if I have any questions or concerns.He is professional as well as personable, I feel like I am speaking with a close friend.I highly recommend him.

I have been with Potvin Financial Services through many life stages over the past 20 years. Kevin and his team have provided exceptional support throughout this time for all my financial decisions - both big and small! Highly recommend them for honest & straightforward financial guidance.

Kevin's services have been excellent! It's always a pleasure to meet with him and discuss my investments, as well as chat about our families. He is knowledgeable and professional, yet very caring and interested in my well-being. I enjoy going for my semi-annual check up - and it doesn't hurt that my investments are doing great as well! I strongly recommend Potvin Financial Services if you're looking for an investment broker.

The only thing I regret about Potvin Financial is not talking to Kevin sooner! He's helped us develop and adjust our plans for the future and introduced us to options we didn't even know were a thing. 10/10, definitely recommend.

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 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!!

My family has been entrusting our investments with Kevin and his team for years. Kevin is very professional and if we have any questions Kevin and his team are very quick to answer them promptly. We would definitely recommend Potvin Financial Services to anyone looking for a financial planner. Keep up the good work.

Kevin is exemplary in his professionalism. It can be stressful to entrust finances with an advisor; I am very cautious in my comfortability with risk, but Kevin's authenticity is reassuring. He is truly invested in making sure his clients understand his recommendations. Kevin is meticulous in his attention to detail, responsive to any / all questions, and he is very knowledgeable. Kevin Potvin is a man with deeply rooted integrity; he is a man of his word and I would highly recommend him.

Years ago, when I was looking for a financial consultant, a friend recommended Potvin Financial Services. I am very happy with the services I have received from them. All the staff are very friendly, helpful, and make everything easy to understand. Though I now handle my finances myself, I had dealt with Kevin to sort most of my financial goals and investments. It was a great place for me to start. I have met with Robyn several times to discuss insurance options as well, and continue to use these products.

Kevin and staff are amazing! I have been dealing with Potvin Financial for quite a few years and Kevin has always been really great about making sure that whatever financial advice he is giving is with my best interests in mind and not about making money. He is really easy to talk to and will answer any and all questions; of which I have asked a lot! He is incredible knowledgable and the staff are all amazing to deal with as well. Everyone is friendly and very helpful. Would definitely recommend Potvin Financial to anyone!!