Harstin Financial Corporation

Harstin Financial Corporation 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

ing Canada
Advocis: The Financial Advisors Association of Canada
CIFP: Canadian Institute of Financial Planning
CICEA: Canadian Institute of Certified Executor Advisors
CAGP: Canadian Association of Gift Planners
Society of Real Wealth Managers
STEP Canada: Society of Trust and Estate Practitioners

Has anyone in AB utilized the federal dental care program?
06/26/2024

Has anyone in AB utilized the federal dental care program?

Alberta Premier Danielle Smith has written a letter to Prime Minister Justin Trudeau, saying the province intends to opt out of the federal dental care plan by 2026.

https://harvey.thelinkbetween.ca/content/protect-your-business-how-insurance-delivers-security-and-opportunity?utm_sourc...
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.

How can insurance help to protect and grow your business while building assets? Read this article to find out.

Simplify Retirement and Investment Planning! Consult with a Certified Financial Planner (CFP®) today. Our mission: Empow...
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.

To retire a millionaire, Jen Glantz needs to increase her tax diversification by opening more accounts, and have a plan for future income.

Simplify Retirement and Investment Planning! Consult with a Certified Financial Planner (CFP®) today! Our mission: Empow...
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.

To retire a millionaire, Jen Glantz needs to increase her tax diversification by opening more accounts, and have a plan for future income.

If you are looking to acquire Individually-Owned Life Insurance and replace Mortgage Life Insurance, please see below ar...
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

“Everybody can be great... because anybody can serve.” - Martin Luther King Jr.It’s an honor and a privilege to be part ...
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.



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

Is it too late to contribute? Find out all you need to know about your 2023 RRSP contributions and deadline dates!

Congratulations on your 10th year Anniversary Harvey Agustin as a professional Financial Advisor/Planner!!
01/26/2024

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

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

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