Potvin Financial Services is a Canadian financial advisory and wealth management firm founded by Mark Potvin. The company's mission is to guide clients toward financial independence by providing a holistic approach to their finances. They utilize a proprietary process called "The Financial Independence FORMula™" which integrates investment management, insurance, tax strategies, retirement planning, and estate planning. The firm operates as a trade name of Aligned Capital Partners Inc. (ACPI), which is a member of the Canadian Investor Protection Fund (CIPF) and regulated by the Canadian Investment Regulatory Organization (CIRO).

Founded in

Canada