Debbie Hartzman CFP CLU TEP CDFA

Profile
  • Address:  1180 Clyde Crt
  • Phone Number:  613 634 1323
  • Office Location:  Kingston
  • Products Offered:  
Debbie's website

My Specialities

– Investment Planning

– Life Insurance

– Living Benefits

-Disability Insurance

-Tax Planning

-Retirement Planning

-Estate Planning

-Education Savings

-Registered Savings Disability Planning

-Divorce Financial Planning

-Written Comprehensive Financial Plans

– RRSP

 

Awards and Achievements

  • TEP-Trust and Estate Planner 1997
  • CFP-Certified Financial Planner 1999
  • CLU-Chartered Life Underwriter 2001
  • Canadian Securities Course 2002
  • CDFA-Certified Divorce Financial Analysis 2003
  • RRC-Registered Retirement Consultant 2012
  • Member of Advocis
  • Member of CALU
  • Member of the Estate Planning Council of Eastern Ontario

A little about me

From purchasing your first home to planning your retirement, it helps to have a roadmap in place to get you where your want to be.  Since 1995, I have been helping my clients set their goals, build a personalized plan and track their progress while making adjustments along the way.  I believe it is important to protect families through cost-effective tax planning and life insurance solutions.

I am currently a resident of Kingston, ON where I live with my husband, Michael.  I service clients along the 401 corridor including the Ottawa region.  Aside from enjoying the time spent with my husband and my two wonderful adult children, I believe in giving back to my community.  Some of my activities include supporting to charities in the Kingston Area; Heart and Stroke, Diabetes, and Easter Seals.

Contact Debbie Hartzman

Why I am the best for the job...

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