Guy Potvin is an independent financial planner providing planning services to clients of all ages.  He enjoys an extensive business career spanning 33 years. Since 1997, Guy has practiced as an independent financial advisor in the Ottawa Orleans area.  In addition to assisting his own financial planning clients, Guy manages the Orleans & Gatineau branches of Armstrong & Quaile Associates Inc.  Fluently bilingual, Guy is considered an investment planning specialist & technician.

Guy’s academic  accomplishments include the internationally recognized Certified Financial Planner designation presented by the Financial Planners Standards Council.  The Canadian Securities Institute also awarded him the Canadian Investment Manager designation.

In a related function, Guy facilitates advanced advisor workshops across the country for financial practitioners preparing to write the challenging 6 hour CFP exam.  Teaching these preparatory courses to other financial advisors allows Guy to continuously update his planner skills and knowledge, a benefit that he is keen to pass along to his clients.

Guy's combined academic background and professional experience makes him ideally suited to provide his clients with comprehensive, technical and practical financial planning and portfolio management services.   He resides in Orleans, is married and has 2 children.

HIGHLIGHTS

2005 to present;     Branch Manager - Armstrong & Quaile Associates
2005 to present;     Facilitator/Teacher for National Review Workshop
1997 to present;     Independent Financial Planner, Non-Aligned Fund Specialist & Insurance Advisor
1994-1996;        General Manager for a multi-national home health care company
1992-1993;         Co-founder and President of U.H.D.A.C.
1988-1993;         President of Limestone Medical Inc.
1980-1988;         General Manager for an Ontario health care company

ACADEMIC

Canadian Securities Institute; Canadian Investment Manager
designee  (C.S.C.-1999, I.M.T.-2001, P.M.T.-2002) – 2002
Investment Fund Institute of Canada; graduate of the
Managers' Examination Course – 2001
Financial Planners Standards Council; Certified Financial Planner designee – 2000
Canadian Institute of Financial Planning; Certificate in Financial Planning (graduate of the institute's six financial planning courses) – 1999
Canadian Association of Insurance and Financial Advisors; graduate of Life Agent Underwriter (Level One–1998,  Level Two–2000)
Investment Fund Institute of Canada; graduate of The Canadian Investment Funds Course – 1997

LICENSING / MEMBERSHIP

Securities Licensing is through the Ontario Securities Commission for the sale of Mutual Funds and related products, and also through la Chambre de la sécurité financière.
Insurance Licensing is through the Financial Services Commission of Ontario for the sale of life, disability and related products.
The Canadian Institute of Financial Planners, certified member, from 2000 to present.