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George Hartman Location

Toronto, ON, CA

George Hartman Work

Founder @ (October 2022 - Present)
CEO @ (January 1991 - Present)
Author @ (January 1991 - Present)
Columnist - Coach's Forum @ Investment Executive (January 2005 - Present)
Keynote Speaker - FPA Annual Conference @ (September 2020 - November 2022)
Director @ PlanPlus Global Inc. (January 1992 - September 2020)
Workshop Leader - Succeeding at Succession @ CALU 2019 AGM - May 5 (March 2019 - May 2019)
Speaker @ MDRT Top of Table Annual Conference (August 2018 - August 2018)
Keynote Speaker @ (September 2017 - September 2017)
Panelist - CAILBA Annual Meeting @ Canadian Association of Independent Life Brokerage Agencies (CAILBA) (June 2017 - June 2017)
KEYNOTE Speaker @ Entreprenurial CPAs (May 2017 - May 2017)
Workshop Leader - AALU Annual Meeting - April 30, 2017 @ Association for Advanced Life Underwriting (AALU) (April 2017 - April 2017)
KeyNote Speaker @ Advocis Golden Triangle (February 2017 - February 2017)
KEYNOTE Speaker @ Grant Taggart Symposium (July 2016 - July 2016)
Keynote Speaker @ Financial Planning Association (FPA) Houston (April 2016 - May 2016)
Keynote Speaker - Annual Conference @ Canadian Association of Independent Life Brokerage Agencies (CAILBA) (March 2016 - April 2016)
Keynote Speaker - Top-Performers Conference @ (September 2015 - September 2015)
Keynote Speaker - NZ National Adviser Conference @ 2015 New Zealand National Adviser Conference (June 11 & 12, 2015) (May 2015 - June 2015)
Keynote Speaker - 2015 Conference @ Deposit Industry Professionals (May 2015 - May 2015)
Keynote Speaker @ Retirement Investment Summit Canada (April 20 & 21, 2015) (April 2015 - April 2015)
Co-Founder and Managing Partner @ (January 2011 - January 2015)
Keynote Speaker - Distinguished Advisor Conference @ The Knowledge Bureau (November 2014 - November 2014)
Keynote Speaker - Institute of Advanced Financial Planning (IAFP) @ 2014 Symposium (September 2014 - September 2014)
Speaker - Million Dollar Round Table (MDRT) @ 2014 Annual Meeting (June 2014 - June 2014)
Speaker - Canadian Institute of Financial Planners (CIFP) @ 2014 Annual Conference (June 2014 - June 2014)
Speaker - Exchange Traded Forum (Vancouver) @ Radius Financial Education - 2014 Annual Forum (June 2014 - June 2014)
Keynote Speaker - Practice Management Summit @ 2014 Conference (May 2014 - May 2014)
Speaker - Exchange Traded Forum (Toronto) @ Radius Financial Education - 2014 Annual Forum (March 2014 - March 2014)
Executive Vice President @ (January 2004 - January 2010)
Vice President, Western Canada @ Financial Concept Group/Assante (January 2002 - January 2004)
Founder and President @ Hartman & Company Inc (January 1991 - January 2004)
President @ PlanVest Financial (January 1998 - January 2002)

George Hartman Education

Value Builder System
Certified Value Builder (Business value maximization)
2021-2022
Wilfred Laurier University
Master of Business Administration - MBA (Business Administration; Business Administration and Marketing)

George Hartman Skills

Content Development
Strategy
Writing
Organization Skills
Executive Management
Marketing
Business Development
Microsoft Office
Consulting
Research
Strategic Planning
Practice Management
Business Planning
Business Strategy
Management Consulting
Coaching
Public Speaking
Executive Coaching
Marketing Strategy
Organizational Development
Investments
Strategic Financial Planning
Small Business
Risk Management
Financial Services
Leadership
New Business Development
Mutual Funds
Retirement Planning
Asset Management
Wealth Management
Financial Advisory
Practice Valuation
Advisor Succession Planning
Securities
Asset Allocation
Insurance
Personal Finance
Finance
Investment Advisory
Portfolio Management
Investment Management
Financial Planners
Wealth Management Services
Wealth
Retirement
Investment Strategies
High Net Worth Individuals
Financial Planning
Succession Planning
Brokerage

George Hartman Summary

George Hartman, based in Toronto, ON, CA, is currently a Founder at ULTIMATE PRACTICE. George Hartman brings experience from previous roles at Market Logics Inc., Investment Executive and Financial Planning Association (FPA). George Hartman holds a 2021 - 2022 Certified Value Builder in Business value maximization @ Value Builder System. With a robust skill set that includes Content Development, Strategy, Writing, Organization Skills, Executive Management and more. George Hartman has 2 emails and 1 mobile phone numbers on RocketReach.