Debbie Hartzman -
CFP, CDFA, CLU.
A
Kingston native, Debbie and her husband Micheal have
resided and been active in the Kingston Area for
the past twenty -five years. In addition to her professional
practice, Debbie gives a helping hand
to several charities in the Kingston Area; Heart
and Stroke, Diabetes, and Easter Seals to name a
few.
Along
with her husband Michael, she has two children who
are now attending the University of Western Ontario.
Some
of her hobbies include, cooking, biking, swimming
and spending time with family and friends.
After completing her Certified Financial Planner designation,
she went on to complete the Canadian Securities Course, the Certified Divorce Financial Analyst and the Certified Life Underwriter Course.
She has now achieved the highest level of education available in the financial planning industry.
Education
- Graduate of St.Lawrence College - Law Office
Procedures
- Investments Institute of Canada Mutual
Fund Courses
- Life Insurance, Level Two
- Charted Financial Planners
Certificate
- Certified Financial Planner, CFP
- Certified Divorce Financial Analyst, CDFA
- Canadian Securities Course
- Certified Life Underwriter Course, CLU
- Society of Trust and
Estate Planners, TEP
- Twenty five years business
experience including: owning and operating a retail
business and cooking
school,
real estate development and financial planning
- Active
volunteer in Kingston & Area
Professional Affiliations
- Business Women's International Networking Club
- Estate
Planning Council of Eastern Ontario
- Society of
Trust and Estate Planners, President
- Advocis ,
Second Vice President
|
|
