Harvey Agustin, CFP® CLU® CHS™ CEA® MFA-P™ RWM™ TEP® FDFS™ MBA

Financial Planner/Wealth Advisor

Seasoned financial planner with a strong record in the financial services industry. Skilled in retirement, tax strategies, estate and trust planning, investment management, risk management, training, finance, and insurance. A dedicated finance professional with advanced education from Advocis, the Canadian Institute of Certified Executor Advisors, the CIFP, Knowledge Bureau, FP Canada, and STEP Canada. Completed an MBA in Financial Management at Carleton University.

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