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Potvin Financial & Retirement Ottawa

Potvin Financial & Retirement Ottawa

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5.0 Google Review
117 Centrepointe Dr ##320, Ottawa, Ontario, K2G 5X3, Canada
(613) 224-6561 www.potvinfinancial.com
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Jun 13, 2018
My wife and I have been clients of Kevin for 15 years. When we started with him we had recently married (second marriage for both of us), were both public servants, and hoped to retire around the end of 2015. Kevin helped us establish a financial plan towards our retirement goal and over the course of the following 13 years provided expert guidance to modify the plan to accommodate both changes in our financial circumstances and fluctuations in the investment market. Over the years he has combined sage advice with creative ideas that both protected our investments and saw them grow beyond our expectations, enabling us to achieve our goal of retirement at the end of 2015. Since then he has continued to be invaluable in providing financial advice related to our new, very enjoyable status as retirees. We both find Kevin a joy to deal with and have a great deal of confidence in his financial knowledge and advice.

Jul 3, 2018
Kevin and his team are very patient and helpful. Things are explained to me very well and I feel like a friend is helping me look after my future and my finances.

Mar 1, 2018
Kevin, his dad, and the whole team are amazing. I feel like they are part of my family! They have helped, and continue to help, as the myriad complexity of aging parents, my ever-changing situation and generally life and financial security as a whole sometimes is overwhelming. I can always rely on Kevin to be "real" with me and explain everything is a way I can truly understand it. I highly recommend Potvin.

Apr 25, 2018
Excellent service from Robyn Hardiman! She is always easy to reach and ready to help. She has given us excellent financial advice and helped us keep on track with our insurances and financial future. We highly recommend Robyn!

Apr 2, 2018
Super friendly, honest and sincere. Highly recommend! Kevin provides a relaxing, welcoming environment and personal, tailored financial advice. He takes great care of us every time we visit and is always responsive when we reach out.

INDUSTRY BLOGS

Bourbon: The Quintessential American Whisky with a Unique Twist

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Hey there, whisky enthusiasts! Today, we're going to delve into a topic that's as smooth as a top-shelf dram – the unique character of bourbon whisky. Now, if you're new to the whisky...

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The Fascinating History of Whiskey: From Earliest Origins to Present Day Popularity

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Whiskey, a distilled alcoholic beverage made from fermented grain mash, has a rich and fascinating history that dates back centuries. Its story traverses continents, cultures,...

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The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

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Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

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Female Bootleggers of Prohibition: Stories of Defiance

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Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

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The Science of H2O: Why Water Matters in Whisky Production

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Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

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The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

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Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

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Famous Women and the Repeal of Prohibition: Evolving Perspectives

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While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

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Single Malt vs. Blended Whiskey: A Comprehensive Guide

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Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

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Opening Hours

Mon:8 am - 4:30 pm
Tue:8 am - 4:30 pm
Wed:8 am - 4:30 pm
Thu:8 am - 4:30 pm
Fri:8 am - 4:30 pm

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