Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
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
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and retiree clients with all oh thier financial, tax, & protection planning. Over the years he continued to expand, learn, and develop more efficient and effective ways to help his clients. In early 2017 he strated the quest to find brttrr investment solutions, in 2018 Steve created SWP SAFE Wealth Planners Inc. he still maintains 50% ownership in saf where he runs the AGA business and puts his segregated funds, life insurance, and other protectoon business through. All of the planning and private wealth business is flowed through SWP as a fee for service offering. Steve is called in by other producers and a few accounting firms to help structure corporate and succession plans. Steve gets fired up when hecan help find solutions that are simple and work for his and others clients.
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.
We work with Accomplished Entrepenuer's & their families. Our value proposition is Integrated Wealth Planning. We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity. We provide clarity as they understand their 'number'.
I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.
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 Limestone Web Solutions. We help people make technology 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.