Zach Hartley, CFP^®

Investment Funds Advisor
zach.hartley@raymondjames.ca
604-398-3383

 

Zach joined HMB Financial in 2024 after working in two of Canada's largest banks for over 6 years. His passion for finance began at a young age which led him to enroll in the Financial Planning programs at the British Columbia Institute of Technology. This was followed by a series of certifications that underscore his expertise, including the CFP designation, making him the youngest person in Canada to achieve this distinction at that time.

Throughout his career, Zach has built a reputation for his client-centric approach, always prioritizing the unique financial goals and needs of each individual. His ability to communicate complex financial concepts in a clear and relatable manner has earned him the trust and loyalty of a diverse clientele.

In his free time, Zach loves watching football and is currently working on his bucket list goal of attending a game in every NFL stadium. In the summer, he loves spending time with his family in the beautiful Okanagan region of BC, where they enjoy boating and surfing.

You're welcome to call or email Zach with any questions or to set up a face-to-face meeting. He offers a no-obligation review and discussion to explore how he can assist you.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.