Advice to fit your needs!
We will review your overall financial situation with you and work together to create and manage a realistic plan that suits your needs.
Life & Illness
We will provide you with an analysis and summary of new and existing insurance plans, including life, disability, illness & long term care to discover ways to lower your costs and improve your coverage.
We will educate you on all options while working together to design an appropriate investment portfolio for your RRSPs, RESPs, TFSAs & Open Investment Accounts.
Budgeting and Debt Management
Registered Retirement Savings Plans
Tax Free Savings Accounts
Personal Real Estate Planning
Investment Real Estate Planning
Individual Health & Travel Insurance
Mutual & Segregated Funds & GICs
Guaranteed Income Plans
Individual approach to every client!
There are many advantages in working with an advisor. To provide you with advice or recommendations, we must develop a genuine understanding of your financial situation. This begins with an initial complimentary consultation, where we compile as much information about you as possible. We will answer any and all questions you have and gain an understanding of your short and long term life goals. We will then create a comprehensive financial strategy that identifies your problem areas, make recommendations for improvement and review appropriate investment strategies with you.
Some people hesitate to engage the services of a financial advisor because they think they don't have enough money. This is most definitely NOT true. Time is your greatest asset and the sooner you start planning the better off you will be!
We pride ourselves on giving all of our clients the same attention, regardless of their portfolio size.
Our goal is to work with our clients long term. As your needs and goals change, we are there to help you make the necessary adjustments.
Our industry is guilty of over-complicating things. Basic financial planning does not have to be complicated. We take the time to educate our clients and want them to fully understand what they are doing with their money and why.
We are all faced with the daily challenge of best utilizing our resources to achieve our goals and dreams. But how do you know if you are making the best use of your resources? Are there things you could do today to help you reach your goals sooner? Could you be saving money in taxes? Are you taking full advantage of the numerous financial programs and opportunities that exist?
Most people we speak with have a basic understanding of such things as RRSPs, RESPs, Tax Free Savings Accounts, Mutual Funds, GICs, etc...but there is so much information out there that it's very easy to become confused and frustrated.
Our services to you and your family are complimentary. Every client relationship is unique and any fees or costs that may apply are fully disclosed up-front in all situations.
"Kevin Potvin has consistently exceeded my expectations. Being a student investor and having such a small initial investment portfolio with Kevin, I never would have imagined to recieve such personal advice and client care. Kevin never fails to let me know that I am a valued client, and takes the time to teach me what I need to know to make sense of the investment world. I sincerely look forward to working with Kevin once my studies are complete."
— John Armstrong
"Kevin has really helped us to plan for our future and that of our son. I feel that Kevin, as a family man himself, really understands our needs as a young family just starting out. Whether we were managing a small investment or a larger one, Kevin treated us as a valued customer. From RESP's to Life Insurance, no question was ever too small, and he has always been willing to help. We have also really appreciated the support staff at Potvin Financial Services as they have all been very accommodating any time we have had questions."
- Dan and Kristy Drain