Guy Potvin

Finance · Canada · 1-10 Employees

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Overview

Headquarters

2451 St Joseph Blvd Ste 204, Orleans, On...

Phone Number

(613) 837-7117

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Guy Potvin

Guy Potvin Financial Planning offers independent and unbiased financial planning services to 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 administration 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.Explore more
Popular SearchesGuy PotvinLangis Potvin PlanningLangis Potvin Financial PlanningPotvin PlanningSIC Code 62,628NAICS Code 52,523Show more

Guy Potvin Org Chart

PhoneEmail
GP
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Financial Planner

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Administrative Assistant

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Guy Potvin

<$5M
1-10
Private
-
-
GP
Guy PotvinFinancial Planner
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
TC
Trish CohanLicensed Assistant and Client Service Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
<$5M
1-10
Private
-
2018
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Company Profile Activity

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Activity Insights

Guy Potvin is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Guy Potvin is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Guy Potvin.

Guy Potvin Tech Stack

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Frequently Asked Questions Regarding Guy Potvin

What is Guy Potvin's official website?
Guy Potvin's official website is www.langispotvin.ca
What is Guy Potvin's Revenue?
Guy Potvin's revenue is <$5 Million
What is Guy Potvin's SIC code?
Guy Potvin's SIC: 62,628
What is Guy Potvin's NAICS code?
Guy Potvin's NAICS: 52,523
How many employees does Guy Potvin have?
Guy Potvin has 1-10 employees
What industry does Guy Potvin belong to?
Guy Potvin is in the industry of: Finance, Securities Trading
What is Guy Potvin competition?
Guy Potvin top competitors include: Investment Planning Counsel, Kudsia Leith Sanchez, Dunphy Molloy & Associates, Astoria Wealth Management
What technology does Guy Potvin use?
Some of the popular technologies that Guy Potvin uses are: Microsoft 365, Sectigo, Google Workspace, Microsoft Exchange Online
How do I contact Guy Potvin?
Guy Potvin contact info: Phone number: (613) 837-7117 Website: www.langispotvin.ca
What does Guy Potvin do?

Guy Potvin Financial Planning offers independent and unbiased financial planning services to 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 administration 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.Read More

Is Guy Potvin a public company?
Guy Potvin is private company therefore does not currently have an official ticker symbol
See more information about Guy Potvin

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