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Harstin Financial Corporation
Financial Planner/Wealth Advisor
Aug 04, 2023
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
4036184628
Male
Calgary
College
Employer Information
Harstin Financial Corporation
294 Legacy View SE
Calgary AB T2X 2E3
Canada
4036184628
Practice Information
Financial Planner/Wealth Advisor
2010
MGA
1
Fee Only - Flat Fee/Project Based Fee Only - Hourly Insurance Commission
Alberta British Columbia New Brunswick Ontario Saskatchewan
No
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