Potvin, Rowland Financial Services Inc. is a financial planning firm specializing in retirement, investment, insurance, tax and estate planning. 
 
I am a full service independent financial broker. Because I am independent, I am not limited to one specific company and am therefore able to recommend products and services that best meet my clients' needs. 
 
My office is located in Ottawa, Ontario, but I also serve the needs of my clients in surrounding cities, including, but not limited to, Toronto, Kingston, Brockville, Cornwall and Montreal.  
 
There are many advantages in working with a financial advisor. To enable me to give you advice or recommendations, I must develop a genuine understanding of your financial situation. This begins with an initial complimentary consultation, where I compile as much information about you as possible. I will answer any and all questions you have and gain an understanding of your short and long term life goals. I will then create a comprehensive financial plan 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.  
 
I pride myself on giving all my clients the same attention, regardless of their portfolio size. My clients are people looking for some guidance regarding their finances. My goal is to with my clients long term, so that as their needs and goals change, I am there to help them make the necessary adjustments.  
 
Our industry is guilty of over-complicating things. Basic financial planning does not have to be complicated. I take the time to educate my 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 I 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.  
 
My services to you and your family are complimentary. I am compensated directly by the companies with whom I do business. Every client relationship is unique and any fees or costs that may apply are fully disclosed up-front in all situations.

 

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