Debbie Hartzman CFP CLU TEP CDFA
- Address: 1180 Clyde Crt
- Email Address: firstname.lastname@example.org
- Phone Number: 613 634 1323
- Office Location: Kingston
- Products Offered:
– Investment Planning
– Life Insurance
– Living Benefits
-Registered Savings Disability Planning
-Divorce Financial Planning
-Written Comprehensive Financial Plans
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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