Members

Harvey Agustin

Calgary
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Harvey Agustin

Member Bio

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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.

Specializations

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

Designation(s)

CEA
CFP (Canada)
CLU
MFA
RRC
TEP

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based

Professional Associations

Advocis
STEP
CIFPs

Education

College

Assets Under Management

10,000,000-50,000,000

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
New Brunswick
Ontario
Saskatchewan
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