Guy Potvin is an independent financial planner servicing clients of all ages throughout the greater Ottawa and Orleans area.  He offers comprehensive and segmented financial plans as well as wide array of investment funds, life insurance carriers and disability products.

Guy’s services include financial planning, portfolio management services, tax preparation, and consultation services.  His clientele includes families, business owners, professionals and retirees.  He works with his clients on either a fee-based model or commission based method.

The key to Guy’s success is his ability to take into account all relevant aspects of his client’s financial situation, and to identify and analyze the interrelationships among sometimes conflicting objectives. It is this unique integration of knowledge and skills across a broad range of topics that distinguishes Guy’s financial planning services from other financial advisers.

Contact Guy today to discuss your financial objectives.