Whether you’re looking for advice on investments ex-ponent, retirement, or insurance, these top-rated wealth management firms can help you achieve your goals. They have a wide range of services, experience with all types of clients, and can provide objective guidance.
Is financial advisors good?
With a wide range of services, an independent approach, and a client-centric philosophy, Potvin Financial Services is one of the top-rated Ottawa financial planning firms to consider in 2022-2023. The firm has a number of online reviews from satisfied clients, and is known for being attentive and helpful to their clients.
They are a fiduciary, which means that they have a legal responsibility to put their clients’ interests ahead of their own. This is an important feature for investors who want to be sure that their advisor is always working in their best interest.