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

Financial Planner/Wealth Advisor

Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Retirement, Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance. Strong finance professional graduated from Advocis, Canadian Institute of Certified Executor Advisors, Canadian Institute of Financial Planning, Knowledge Bureau, FP Canada and STEP Canada (Society of Trust and Estate Practitioners).

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