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Joan  Hartz - CFP, CSA
Certified Financial Planner

Qualifications

Joan Hartz has been in the financial services arena since 1972.  She joined GIC Financial Management Inc. in 2003 and in 2009 accepted the position of Chief Compliance Officer for the Company.  Ms. Hartz also serves as the Branch Manager for our Ancaster & Burlington branches.

Joan has her Certified Financial Planner (CFP) and Certified Senior Advisor (CSA) designations.  She is also insurance licensed.     

Investment Philosophy 

Everyone has life goals they want to achieve; what many people lack is a plan that will help them reach their goals.  I assist my clients in developing a Financial Blueprint that will get them to their goals.  Having a plan helps clients  avoid buying high and selling low and also keeps you from making 'flavor of the month/year investments'.  This Blueprint will also keep you focused on your long-term goals.

My clients are couples in or near retirement.  In my many years' working with couples preparing to retire, and I've found they all share two characteristics:

1.They want to ensure they have the income required to fully enjoy all of their retirement years.  
2.They want to ensure there is something left for the next generation 

Personal
 

Joan has lived in the Hamilton-Dundas area all of her life.Family has always been a priority.  One of Joan's younger sisters recently moved into a nursing home; she is well versed on the challenges faced by those who have aging and ailing family members.  Vacations are spent with her nieces and nephew and two grand-nephews in sunny California.

To arrange a no-cost, no-obligation consultation or just get a second opinion on your investments call Joan at (905) 304-7574 in Ancaster.

 




Joan  Hartz - CFP, CSA


GIC Financial Management

Suite 203 Golf Links Centre
34 Stone Church Road West
Ancaster, Ontario
L9K1P4

(905 )304-7574 ex.25





Assistant
Lynda Kaufmanis CFP, CSA, FMA
(905) 304 7574

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        July 28, 2017 | 04:34:36 - Advisors Page