Debbie's extensive experience, helping a wide range of diverse families through financial transitions have helped her develop specific programs. Whether it is, a marital adjustment, retirement or estate and tax planning, her experience will guide you through.
Are you a wise woman of Ontario who has recently become responsible for managing your money on your own? Debbie has developed the Wise Women & Wealth Program ™ for you!
Are you anticipating a change in your marital status. 25 years of helping families preserve their money for the family instead of paying it out in legal fees, can benefit you.
Do you want to maximize your savings with tax planning and risk mitigation strategies? Is it income you are looking for. Plan2Thrive will guide you through the transition will no stress and positive results.
I want to say thank you as well for looking after me and my future.You guys are always there when I need you and respond back quickly. It is greatly appreciated.
I was very pleased with your last report. In all the “ups and downs” their results are keeping up very well. Thanks to your good advice!
I can’t believe it has been 19 years.
We are getting a lot of year end reports on the portfolio and it makes pleasant reading to see that even with the regular monthly withdrawals the portfolio still keeps growing!
Hard to believe that 18 years (prosperous ones for us thanks to you!) have passed by.
It is a pleasure to have you as my Investment councillors. It is hard to believe that it has been 12 years.
WE ARE A TEAM OF “PURPOSE DRIVEN ADVISORS”. DEBBIE, AND MARNIE BOTH ADHERE TO THE PRINCIPLE OF:
We believe everything happens for a reason. We believe that your trust in us will be the start of a long, rewarding relationship.
We believe that honesty is always the best policy.
We take your trust, and our responsibility to make sure we do our very best to help you achieve your goals seriously.
We are a team that does what we say, and says what we do. Our word can be trusted.
We help you create the big picture, guiding you through the steps to see your vision come to life.
We are committed to helping you feel engaged and confident about the lifestyle and financial decisions you make.
Meet The Team
Debbie Hartzman is a native Kingstonian. Having lived in Kingston, Ontario most of her life, she and husband, Michael, decided this is where they wanted to live and raise their family.
Debbie Hartzman -CFP®.CLU®.TEP.CDFA.CEA
Marnie Hunt and her husband have lived and worked in Kingston for the past 22 years. She has two amazing children that are active in the community.
Marnie Hunt - Associate
Debbie's Advice Book
This book was written to assist individuals undergoing separation or divorce proceedings and to help them understand their financial options and available resources. This is not intended as legal or accounting advice. Readers are strongly cautioned about construing any of the information in this book as legal advice, or appropriating it in any way for such purposes. Readers are advised to consult their legal and accounting advisors as well as their financial advisor.
As a result of acquiring this understanding, it is hoped that individuals will be able to reduce the emotional and financial costs of separation and divorce. Instead of simply hiring lawyers at the onset, the prudent individual will hire a Certified Divorce Financial Analyst to determine, at fraction of the cost, the financial implications of their chosen separation or divorce path.