Ian Hartmann

Certified Financial Planner – CFP^®
Associate Advisor

I entered the financial services industry in 2007 after earning a degree in Business Administration from Kwantlen Polytechnic University and earned the Certified Financial Planner (CFP) designation shortly after. I have spent the majority of my career-to-date training and helping Financial Advisors build their businesses with Freedom 55 Financial – now Canada Life. I am excited to be working directly with clients to help them achieve their financial goals.

I am looking forward to connecting with people in British Columbia and Ontario who want and need trusted solid financial advice. I pride myself with my acute attention to detail and leveraging my training background, I love being able to educate clients about their finances and helping them understand how to achieve their goals.

A full-time resident of Pemberton since 2020, I enjoy leading an active lifestyle with my dog Finn and in my spare time, you can find me enjoying all the nature and beauty the Sea-to-Sky corridor has to offer!

e: ian@dldfinancial.com

"We've been working with Kelly and her team for several years and have always appreciated her relevant and timely advice and support as we navigate life changes, career moves and our financial goals."
Claudia P - Lawyer
"The whole team is very approachable. I never have a worry that I'm coming to you with a stupid question. Dave, Jasmeen and the team are incredible! Always available to answer even the simplest question. It's easy to work with them and takes the stress off our shoulders."
Samantha B - Marketing Manager
"I feel like my financial future is good hands and it's reassuring to have Kelly at the helm. Kelly is both direct and compassionate, and she (and Linda!) are a pleasure to deal with."
Claire H - Lawyer