416-365-6013 Michael.firstname.lastname@example.org Michael’s Website
MICHAEL HARTT is an INVESTMENT ADVISOR Michael has been in the investment business for over 20 years. He became a Fellow of the Canadian Securities Institute in 2001. He holds the FCSI, PFP, CIM and FMA designations.
Michael’s business is Financial Planning for people who are going through or have gone through a separation or divorce. It occurred to him several years ago that people going through divorce might not have the support they needed to effectively manage their money. He has created a team that handles all aspects of financial planning.
Michael takes clients through a discovery process to determine their assets as well as their financial needs. His team and him then educate clients while they build their financial plan, designed to meet their short and long-term goals.
A unique feature of Michael’s business is that his team is diverse enough in age, gender and financial planning experience that they understand the needs of all types.