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Business Profile

Financial Services

Potvin Financial Services
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(613) 224-6561Write a Review

About

Overview

Potvin Financial Services

117 Centrepointe Drive, Suite 320

Ottawa, ON K2G 5X3

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Potvin Financial Services is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Potvin Financial provides financial advisory services, including investment planning, insurance planning, retirement transition, income planning, and estate planning. The company assists clients with portfolio analysis, insurance reviews, retirement income strategies, and estate document evaluations. This is a family-owned business.

BBB Accredited Since: 11/10/2011

Years in Business: 26

Products and Services

Potvin Financial offers the following products and services:
Investment Planning: Analysis of registered and non-registered investments, risk profiling, and portfolio recommendations.
Insurance Planning: Review of life, disability, and critical illness coverage with gap analysis and policy recommendations.
Retirement Transition Planning: Evaluation of pre- and post-retirement financial situations to support long-term planning.
Retirement Income Strategies: Development of income plans incorporating personal savings, pensions, and government benefits.
Estate Planning: Review of wills, powers of attorney, and asset structuring to support legacy goals and minimize probate.

Business Details

Local BBB:
Better Business Bureau of Greater Ottawa
BBB File Opened:
26/9/2011
Business Started:
1/11/1999
Business Incorporated:
19/11/1999
Type of Entity:
Corporation
Business Management:
Mr. Kevin Potvin, President
Number of Employees:
4

Additional Contact Information

Customer Contacts
Mr. Kevin Potvin, President
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Management, Insurance Consultant

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