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Deborah Kohlsmith is listed as Certified Financial Planner® and Senior Financial Advisor at Investia Financial Services Inc. & Lifeview Financial, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Deborah Kohlsmith.
Deborah Kohlsmith previously worked as Financial Advisor & Certified Financial Planner at HollisWealth, a trade name of Investia Financial at Holliswealth. Deborah Kohlsmith holds Honours Degree, Psychology And Criminology from Carleton University.
As a professional CERTIFIED FINANCIAL PLANNER ® with Investia Financial Services Inc., I bring 25 years of experience in the financial services industry to my clients. I thoroughly enjoy empowering my clients to passionately live life on their terms through the use of wealth management solutions. Personal comprehensive financial planning is the cornerstone of my practice. I am a strong advocate for women and it is very rewarding to see all clients, especially my female clients, succeed at what they want to achieve! I am the Past President of the Bowmanville chapter of the Business and Professional Women's (BPW) organization. My passion for travel is shared by many of my clients and we have many conversations about where their travels have taken them in their life journey. I also love to spend time with my family and I enjoy golf and photography. Weaving life plans within my financial plans is very rewarding and is why I absolutely love my career and cannot imagine doing anything else!I am proud to be one of the founding members of the Helping Hands Scholarship launched in 2014. This scholarship is near and dear to my heart and I am thrilled after years of thinking about it we have been able to implement it. It provides a monetary award to two eligible students each year who are pursuing a post-secondary education. It is important to me to give back to our community and in supporting furthering education I believe I am able to do that.Along with community sponsorships and involvement in charitable events this provides me with a sense of personal fulfillment. I am grateful for where I came from, where I am today, where I am going in the future AND extremely thankful to all of the wonderful people in my life who have supported and encouraged me along the way. I thrive on sharing my passion for living life to the fullest with my friends and clients as we go along life's journey together! Visit us at www.lifeviewfinancial.com
Listed skills include Financial Planning, Wealth Management, Investments, Retirement Planning, and 3 others.
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Markham, Ontario, Canada
Mutual funds are offered through Investia Financial Services Inc.
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Deborah Kohlsmith works for Investia Financial Services Inc. & Lifeview Financial.
Deborah Kohlsmith is listed as Certified Financial Planner® and Senior Financial Advisor at Investia Financial Services Inc. & Lifeview Financial.
Deborah Kohlsmith is based in Markham, Ontario, Canada while working with Investia Financial Services Inc. & Lifeview Financial.
Deborah Kohlsmith has worked for Investia Financial Services Inc. & Lifeview Financial and Holliswealth.
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Deborah Kohlsmith holds Honours Degree, Psychology And Criminology from Carleton University.
Deborah Kohlsmith is listed with skills including Financial Planning, Wealth Management, Investments, Retirement Planning, Portfolio Management, Customer Service, and Team Building.
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