Ian Hartmann Email and Phone Number
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I started as an advisor in 2007 after completing my BBA. For over a decade I was dedicated to training and coaching other advisors in various skills and processes to help them grow their business. Back as an advisor full time, I work with professionals and business owners to create and implement financial and tax planning strategies to help them live a better life. I am very analytical and known for my acute attention to detail, often finding things others have missed. I also hold the Certified Financial Planner (CFP) designation. When not creating financial plans for clients, you can usually find me in the mountains or enjoying the beautiful outdoors of Pemberton where I live with my dog Finn.
Dld Financial Group Ltd.
View- Website:
- dldfinancial.com
- Employees:
- 3
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Certified Financial PlannerDld Financial Group Ltd. Sep 2024 - PresentVancouver, British Columbia, Canada -
Training ManagerFreedom 55 Financial Jul 2017 - Oct 2024Vancouver, Canada AreaFacilitate the initial comprehensive training program for new advisors as well as provide ongoing support and training in all aspects of the business. Work with new and seasoned advisors to help them reach their full potential. -
New Advisor Training ManagerFreedom 55 Financial Apr 2013 - Jul 2017Vancouver, BcHelping educate new financial security advisors and coaching them to personal and business success. -
Flexsave SpecialistHub Financial Nov 2010 - Apr 2013Western CanadaHelping business owners and self-employed individuals save taxes through the use of health and welfare trusts. This allows you to deduct eligible healthcare costs from business income!Responsible for all marketing aspects of this product in BC, including market growth and education and supporting the Prairie region.
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Independant Wealth And Insurance AdvisorIan Hartmann Nov 2010 - Apr 2013Helping individuals and business owners build and preserve their wealth. Specializing in tax-minimization strategies.
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Member Service SpecialistVancity Mar 2004 - Aug 2007
Ian Hartmann Skills
Ian Hartmann Education Details
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Entrepreneurial And Small Business Operations
Frequently Asked Questions about Ian Hartmann
What company does Ian Hartmann work for?
Ian Hartmann works for Dld Financial Group Ltd.
What is Ian Hartmann's role at the current company?
Ian Hartmann's current role is Certified Financial Planner and Associate at DLD Financial Group Ltd..
What is Ian Hartmann's email address?
Ian Hartmann's email address is ia****@****55f.com
What is Ian Hartmann's direct phone number?
Ian Hartmann's direct phone number is +151943*****
What schools did Ian Hartmann attend?
Ian Hartmann attended Kwantlen University College.
What are some of Ian Hartmann's interests?
Ian Hartmann has interest in New Technology, Literature, Anything Outdoors, Music, Golf, Fishing.
What skills is Ian Hartmann known for?
Ian Hartmann has skills like Disability Insurance, Teaching, Insurance, Wealth, Business Development, Small Business, Financial Advisory, Investments, Training, Coaching, Marketing.
Who are Ian Hartmann's colleagues?
Ian Hartmann's colleagues are Dominique Dubuis, Brandon Glover, Kelly Ho, Cfp®, Ccs™, Jasmeen Kaur, Aaron Zorn, Jenny Jurado Rosales.
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Ian Hartmann
Kreativ Leder | Skaber Stærke Oplevelser Med Brugercentreret Design, Branding Og StrategiDenmark -
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