Potvin Financial Services Ottawa (Nepean)
4.9/5
★
based on 8 reviews
Contact Potvin Financial Services Ottawa (Nepean)
| Address : | 117 Centrepointe Dr Unit #320, Nepean, ON K2G 5X3, Canada |
| Phone : | 📞 + |
| Website : | https://potvinfinancial.com/ |
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| City : | G |
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Julia Jesmer on Google
★ ★ ★ ★ ★ 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.
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Kelly Shouldice on Google
★ ★ ★ ★ ★ 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.
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Terra Branchaud on Google
★ ★ ★ ★ ★ 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!!
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michael kealey on Google
★ ★ ★ ★ ★ I believe Kevin and I have met only one brief time. I live in Toronto. My mother was a client of his father's and recommended Potvin Financial when it was time for me to get some financial advice. We are now scheduling our very first remote meeting over Zoom. Can't wait!
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Darren Gallant on Google
★ ★ ★ ★ ★ My wife and I have been with Potvin Financial for about 5 years now. Not fully understanding the financial markets and all the products that were available, Kevin took time to educate us, worked with us to build a plan that met our current and future needs and is always available to review our portfolios as often as needed.
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Elaine Dillabough on Google
★ ★ ★ ★ ★ 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.
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Cynthia Walker on Google
★ ★ ★ ★ ★ 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.
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Kristy Drain on Google
★ ★ ★ ★ ★ 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!
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