The foundation of our Client Commitment is a genuine understanding of your needs and goals and the customization of your plan. We will help you build customized solutions to achieve your needs and goals and the customization of your plan. We will provide you with a clearly written summary and proposal containing ideas and solutions that will guide all of your retirement, estate, tax, investment and education planning decisions.
The key to success in financial planning is to develop your plan, implement it and review it regularly to ensure that it reflects all changes in your personal circumstances.
We are available to you by phone or email anytime you have a question or concern regarding any of your financial affairs. As long as your needs and goals change, we are there to help you make the necessary adjustments.
As your Trusted Advisor we will :
- Pro-actively manage, re-balance and diversify your investments
- Provide you with long term retirement projections based on your plan
- Educate and inform you of the various government assistance and retirement plans
- Produce and monitor a budget with you and help you with your debt management
- Help you determine if you are adequately protected against death, illness and disability
- Provide complementary tax preparation services to you on an annual basis
- Meet with you at least four times per year to review all financial statements and documents
- Educate you on the benefits of dollar-cost-averaging to help you save for future expenditures or retirement
- Provide you with a thorough review and analysis of your current investments and insurance plans
- Complete an investor profile questionnaire to help you determine your risk tolerance and time frame for investing
"My husband and I were so tired of the lack of service we were getting from our previous financial institution and made the decision to move all of our investments to Potvin Financial Services. Kevin gives superior customer service and always has creative investment suggestions. We ask a lot of questions and Kevin always assures us that there is no such thing as too many questions. We appreciate his honesty and attention to detail. We take comfort in knowing that Kevin will be our lifelong financial investment partner."
— Tina and Tony Segreto
"We first met Kevin seven years ago when we purchased life insurance. We liked him from the get-go! Kevin's broad knowledge of the financial world, his exceptional client service mixed with his kind nature made him irresistable to us! We now trust Kevin with all our investments (RRSP, RESP, Tax Planning and other major investments). We love that Kevin meets with us on a regular basis, in the comfort of our home, to review our portfolios and to enjoy a cookie or two...or three!" Janie Poirier & Kelly Davis
— Janie Poirier & Kelly Davis”