Potvin Financial Services Ottawa (Nepean)
60DevelopingUnit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada
About
Potvin Financial Services Ottawa (Nepean) is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
82 Google reviews
Most recent reviews
Sean Docemo
3 months ago · via Google
I have invested with Potvin Financial and used their services for over 20 years. I couldn't be happier with their service, integrity, and the sound advice I have received over the many years. Kevin and the staff are approachable and friendly. Kevin takes an education first approach, which I like, and he's flexible enough to meet you wherever you are in your insurance and investing journey. They are always willing to do their level best to help even with somethings outside their wheelhouse by providing referrals to othe trusted service providers, and help tips and info. Yes, you can invest in ETFs for cheaper and do self-directed but, their help and assistance is well worth the cost. And you can always do both. You can't go wrong with Kevin and the team. Try them.
Seema B
8 months ago · via Google
My husband and I met with Kevin to discuss our financial goals, we were very appreciative of the information he provided and his honesty with us that they wouldn't be the ideal advisors for us at this time in our lives. It was a great discussion and he pointed us in the right direction. This is truly great service.
Deborah Lumsden-Nussey
a year ago · via Google
Kevin and his team of highly professional and knowledgeable associates are the only organization I and other family members would trust our financial planner ng to. And every piece of advice he has offered has been of benefit. Kevin is also a very caring and compassionate person which makes him a joy to deal with. I cannot recommend him and his organization highly enough. Keep up the great work Kevin 😊
Summary of Google Reviews
Summarized by Senior Care Path from Potvin Financial Services Ottawa (Nepean)'s Google rating and recent reviews. Confirm specifics with the provider.
Potvin Financial Services Ottawa (Nepean) holds an excellent 4.9-star rating across 82 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada
Also serves
- Ottawa and surrounding areas