GUY POTVIN ~ Retired March 31st, 2020


Guy’s retirement letter dated March 18th, 2020
Dear Clients;
I have been contemplating retiring for several months and decided in February to move ahead with plans to join my wife in retirement. On March 4th, I advised Fundex that I would be retiring March 31st. Please be assured my retirement is not related to COVID19.
Your accounts continue to be serviced by my trusted business partner, Robin Langis, with the help of our wonderful assistant Christine. Together, they will continue to provide the quality services that you have come to expect from us. In fact, Robin will now be my financial planner, managing all our family accounts. His knowledge and skill sets will be instrumental to helping clients navigate this market downturn.
I realize continuity at this juncture is important. Although I will no longer be advising clients, I will continue to assist both Robin and Christine throughout this transition in the coming months.
I wish to thank you for the trust you have placed in me during our relationship. It has been an honor and a privilege to service your account and I look forward to hearing about your financial successes, guided by Robin in the future.
Guy Potvin, CFP
Financial Planner