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. Now that the kids have grown and have families of their own, Michael and Debbie couldn’t imagine living anywhere else!
The fact that Debbie has based her financial planning practice in a small center has not stopped her from being recognized across Canada for her unique practice. She is seen by her peers and industry writers as a predominate force in shaping the face of the financial services industry as well as a Senior Financial Planner, specializing in helping “Wise Women” understand and manage their wealth.
Debbie set the bar high in achieving all the top designation in her field and continues to keep her education current and relevant. Her volunteer work in several community projects, coupled with her volunteer work on industry panels helps keep her understanding relevant to the needs of people in her communities. Debbie’s hobbies and interests include but are not limited to, family, friends, food, wine, cooking, reading, golf, exercise, swimming, and nothing is more important than her grandchildren.
CEA & Associate/Manager
Marnie 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. For the past 20 years, Marnie’s exceptional organizational and customer centric skills have been focused in the financial services industry.
As the administrative associate for Debbie Hartzman for the past 11 years, she has worked hard as part of the team to offer exceptional service to our clients.She is an integral part of the team and clients have come to rely on her smiling face and positive attitude.
Trish Reid moved to Kingston in 1994 after completing her education as a Social Services Worker at Humber College in Toronto. Born and raised in Cambridge, Ontario – Kingston was the ideal destination that offered opportunities within the Human Services field. Establishing a career in Kingston and meeting her Husband Kevin, Trish remained to start a family and continues to call Kingston home where she is an active volunteer with non-profits and encourages her son Jake’s involvement in community based sports and activities. Trish was raised by a single Mom. This motived Trish to become a collaborator and associate in the assisting profession as to help others. After 20 years’ experience in human services field, Trish decided to leverage off her experience to help people understand how to create financial stability and life protection in a positive way. Motivating and empowering clients in a supportive and caring manner is the cornerstone of her practice. Through a “PLAN2THRIVE™” a trademark, goal setting program, clients are encouraged to look at a holistic way of living in all aspects of life. By monitoring and updating the plan on a
regular basis, financial goals become achievable and attainable. If you are looking to work with someone who can help you design the life you want to live –let Trish help you “PLAN2THRIVE.”