CEO, Wealth Advisor
Harvey Agustin, RRC® CFP® CLU® CHS™ CEA® MFA-P™ RWM™ TEP®
Education
CANADIAN INSTITUTE OF FINANCIAL PLANNING/Financial Planning Diploma
Registered Retirement Consultant (RRC®)
Calgary, AB 2015
FP CANADA
Certified Financial Planner (CFP®)
Calgary, AB 2016
CANADIAN INSTITUTE OF CERTIFIED EXECUTOR ADVISORS
Certified Executor Advisor (CEA®)
Calgary, AB 2017
ADVOCIS
Certified Health Insurance Specialist (CHS™)
Calgary, AB 2021
ADVOCIS
Chartered Life Underwriter (CLU®)
Calgary, AB 2021
Knowledge Bureau
Master Financial Advisor - Philanthropy (MFA-P™)
Calgary, AB 2022
Knowledge Bureau
Real Wealth Management (RWM™)
Calgary, AB 2022
Society of Trust and Estate Practitioners (STEP Canada)
Trust and Estate Practitioner (TEP®)
Calgary, AB 2023
Get in touch
Let us help you get started in any of your financial milestones and answer your questions regarding where and how to start building your financial future. Whether you're planning on protecting your family, saving for retirement, or protecting your income, we're here to advise and support you along the way.