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Guy Potvin

is an independent financial planner providing planning services to clients of all ages. He offers comprehensive and segmented financial plans as well as investment funds, insurance and disability products.

Prior to joining the financial services field, Guy enjoyed a successful 16 year business career in the home health care sector. During this time, he owned and operated various companies in the health services area. He left this field in 1996 to make his way to the financial services sector.

   
 


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Since then, Guy completed numerous financial courses that culminated with the internationally recognized Certified Financial Planner's designation in 2000 presented by the Financial Planners Standards Council. The Canadian Securities Institute also awarded him the Canadian Investment Manager designation in 2002. His combined academic background and work experience makes Guy ideally suited to provide his clients with comprehensive financial planning and portfolio management services. He is married and has 2 children.

 

 

   
 

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