Harvey Agustin, Rrc, Cfp, Clu, Chs, Cea, Mfa-P, Rwm, Tep Email and Phone Number

Seasoned Financial Planner | MBA Candidate | Passionate about Financial EmpowermentWith a solid track record in the financial services industry, I am a seasoned Financial Planner dedicated to helping clients achieve their financial goals and secure their futures. My expertise encompasses Retirement Planning, Taxation, Estate Planning, Investment Management, Risk Management, Financial Training, and Insurance.I am skilled at navigating complex financial landscapes and providing tailored solutions that meet the unique needs of individuals and families. My comprehensive knowledge and strategic approach ensure that clients are well-prepared for every financial milestone.I hold advanced credentials from respected institutions, including Advocis, the Canadian Institute of Certified Executor Advisors, CIFP, the Knowledge Bureau, FP Canada, and STEP Canada. My commitment to continuous learning and professional development has equipped me with the tools to deliver exceptional financial advice and guidance.Currently, I am pursuing an MBA with a concentration in Financial Management at the Sprott School of Business, Carleton University. This program is enhancing my ability to integrate financial theories and practices, further strengthening my expertise in financial management and planning.I am passionate about empowering individuals to make informed financial decisions and achieve lasting financial security. Let's connect and explore how we can work together to create a brighter financial future.