Harstin Financial Corporation

Harstin Financial Corporation

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Wealth management combines both holistic financial planning and specialized financial services.

Professional Designations:
RRC®/CR®: Registered Retirement Consultant/Conseillère en Retraite
CFP®: Certified Financial Planner
CEA®: Certified Executor Advisor
CHS™: Certified Health Insurance Specialist
CLU®: Chartered Life Underwriter
MFA-P™: Master Financial Advisor-Philanthropy
RWM™: Real Wealth Manager
TEP®: Trust and Estate Practitioner

Professional Associations:
FP Canada: Financial Plann

Protect Your Business: How Insurance Delivers Security and Opportunity 04/11/2024

https://harvey.thelinkbetween.ca/content/protect-your-business-how-insurance-delivers-security-and-opportunity?utm_source=tlb&utm_medium=email&utm_content=visit_site_btn&utm_campaign=new_content_apr_11_2024

Life insurance for business owners is one of the key components to strip out (perhaps some - depending on the circumstances) retained earnings (better utilization corporate dollars vs. personal - tax and legacy planning).

Consult us should you require further information.

Protect Your Business: How Insurance Delivers Security and Opportunity How can insurance help to protect and grow your business while building assets? Read this article to find out.

I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4 mistakes are holding me back 04/04/2024

Simplify Retirement and Investment Planning! Consult with a Certified Financial Planner (CFP®) today. Our mission: Empowering clients to achieve their financial goals and embrace life confidently.

The 2023 Financial Stress Index reveals that money-related stress is on the rise, with more Canadians citing money as their leading source of stress in 2023 (40%) compared to 2022 (38%).

Anxiety, depression, and mental health challenges are the leading negative impacts on the lives of Canadians due financial stress
Half of Canadians have lost sleep due to financial worries.

The good news is, professional financial planners, are making a difference. Canadians who work with a financial planner are less likely to cite money as their top stressor, and are less likely to lose sleep over financial stress.

I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4 mistakes are holding me back To retire a millionaire, Jen Glantz needs to increase her tax diversification by opening more accounts, and have a plan for future income.

I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4 mistakes are holding me back 04/04/2024

Simplify Retirement and Investment Planning! Consult with a Certified Financial Planner (CFP®) today! Our mission: Empowering clients to achieve their financial goals and embrace life confidently!

The 2023 Financial Stress Index reveals that money-related stress is on the rise, with more Canadians citing money as their leading source of stress in 2023 (40%) compared to 2022 (38%).

Anxiety, depression, and mental health challenges are the leading negative impacts on the lives of Canadians due financial stress
Half of Canadians have lost sleep due to financial worries.

The good news is, professional financial planners, are making a difference. Canadians who work with a financial planner are less likely to cite money as their top stressor, and are less likely to lose sleep over financial stress.

I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4 mistakes are holding me back To retire a millionaire, Jen Glantz needs to increase her tax diversification by opening more accounts, and have a plan for future income.

02/29/2024

If you are looking to acquire Individually-Owned Life Insurance and replace Mortgage Life Insurance, please see below are your available (options) insurance carriers in Canada. Please feel free to connect with us!

Sample:
Age 40 (Male, Non-Smoker)
Level Term 25 $1M Life Insurance Coverage

Amortization Period: 25 years
Total Liabilities to cover: $1M

02/08/2024

“Everybody can be great... because anybody can serve.” - Martin Luther King Jr.

It’s an honor and a privilege to be part of an organization that deeply enhances about professional education.



It’s Not Too Late To Make an RRSP Contribution for 2023! 01/28/2024

The RRSP deadline is February 29th 2024. Any unused contributions can definitely be carry forward.

RRSP is a great tool to minimize taxation today (maximize refunds possibly) and also the future!

Seek professional advice and don't forget to subscribe.

It’s Not Too Late To Make an RRSP Contribution for 2023! Is it too late to contribute? Find out all you need to know about your 2023 RRSP contributions and deadline dates!

01/26/2024

Congratulations on your 10th year Anniversary Harvey Agustin as a professional Financial Advisor/Planner!!

Want your business to be the top-listed Accountant in Calgary?

Click here to claim your Sponsored Listing.

Location

Address


294 Legacy View SE
Calgary, AB
T2X2E3

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm