I am a partner at a financial planning firm called Sagium
We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services
Debbie Hartzman, CFP.CLU.CDFA.TEP.RRC is a senior certified financial advisor, who leads a team of associates who specialize in Tax and Estate planning. Her many years of working and volunteering in the industry makes her one of the predominant advisors in this are of expertise.
President of the Estate Planning Council for three terms, one of the first financial planners to achieve the Trust and Estate Planner designation and now, Certified Executor advisor.
Whether you're an executor who needs support in settling an estate or a settlor who wants their estate to move smoothly to the beneficiaries, her process and support is second to none.
Along with a chosen team of supporting professionals, the services offered combine a holistic planning process.
Support and education every step of the way with a proven process to make things incredibly smooth at t time or turmoil is the overwhelming achievement of her team.
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.
I help my clients plan for today and also for the future
C-Suite executive with a thorough understanding of the financial service and funeral industry. Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing. Active in industry associations and frequent public speaker. Professional designations include CPA, CA, CMA, CPC, and CEA.
I am the CEO/President of Team iTech. We help people make tech make sense. I am also a licensed life agent and accredited CEA. I live in Kingston with my wonderful wife, Jenna, am a volunteer with the Kingston Walk for ALS and Past President of the Ottawa and District Funeral Service Association. I also sit on the board of the Kingston Chapter of Certified Executor Advisors.
Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree.
I'm a CPA and CFP with over 20 years experience in financial services.
I currently manage a client base of 450 families, acting in an advisory and consultancy role.