Harvey Agustin

CEA
CFP (Canada)
CLU
MFA
RRC
TEP
Bio
Harvey started Harstin Financial Corporation in 2016 to provide financial planning and wealth solutions in order to help Canadians manage their finances, to live their lives confidently and comfortably. With over 10 years of experience in the financial service industry, he has helped improve people’s overall quality of living, his methods and approach enable businesses and individuals effectively allocate finances while minimizing taxes and reducing debts. When he’s not in the office, you’ll find him playing chess and scrabble with his family and friends
Personal Information
Employer Information
Calgary AB T2X 2E3
Canada
Practice Information
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Insurance Commission
Alberta
British Columbia
New Brunswick
Ontario
Saskatchewan
Advocis
STEP
CIFPs
Corporate Financial Planning
Corporate Insurance Planning
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Retirement Income Planning
Succession Planning
Tax Planning