Companies We Represent
- The majority of mutual fund companies in Canada
- BMO Insurance
- Assumption Life
- AXA Financial
- Benecaid
- Blue Cross
- Canada Life
- Canada Protection Plan
- Cumis
- Desjardins Financial Security
- Empire Life
- Equitable Life
- Future Bright
- ING Bank
- Industrial Alliance
- La Capitale
- La Survivance
- Manulife Financial
- RBC (Westbury, UNUM Provident)
- Standard Life
- Sun Life Financial
- TD Asset Management
- Transamerica Life
- Unity Life
"My wife and I recently purchased our first home and we’re now expecting our first child. We’re very excited, but such exciting times can also be pretty scary sometimes. Kevin has helped us to get where we are and more importantly, to plan for where we’re going. His advice has been indispensable in the past and will continue to help us to provide for our growing family in the future"
— Steve K.
Testimonials
"Working with Potvin Financial Services has been a pleasure from the beginning. There has never been any pressure to do anything, but there is always good solid advice and creative investment strategies presented in a timely and efficient manner. Kevin keeps providing us with unique options to meet our goals, even in difficult economic times and we know our finances are in good hands. The quarterly newsletter and meetings are always informative. Kevin is a pleasure to work with and always accommodates our schedule. We recommend him to everyone"
— Ed and Pam M.
"Kevin was introduced to us through our son. We were in the market for an honest, trustworthy and up-to-the-minute Advisor. Kevin has proven to be just that and more. He keeps us informed on a quarterly basis of the global market conditions. Kevin treats his clients with respect and dignity regardless of the size of their portfolio. We would not hesitate to recommend Kevin to our friends as a very capable and intelligent Advisor
— John and Cheryl D.