Potvin Financial

  • 117 Centerpointe Drive, Suite 320, Ottawa
  • 613 224 3608
  • View Website

About Us

My role is to provide clients with a high level of service and support around their personal finances, with specific focus on: Investment planning Estate planning Investment tax planning Retirement income planning and investment decumulation strategies I never make stock market predictions, nor do I recommend that anyone should try to time the markets. I focus on the long term and generally recommend risk-based, diversified and actively managed portfolio investment solutions, designed for today’s complex markets. As a second-generation advisor with over 20 years experience in personal finance, I feel strongly that I can provide value to those who are nearing or presently enjoying their retirement years. Serving the areas of Nepean, Kanata, Manotick, Barrhaven, Stittsville, Gloucester, Ottawa and surrounding areas. Flexible Appointment Hours • Scheduled Appointments Only • Free On-Site Parking • Complimentary Initial Consultation

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