Deborah Kohlsmith
Senior Financial Advisor at Investia Financial Services Inc.
As a CERTIFIED FINANCIAL PLANNER® professional, I bring to my clients 20 plus years of experience in the financial services industry. I enjoy empowering my clients to passionately live life on their terms through the use of wealth management solutions. I am a strong advocate for women, and it is very rewarding to see my female clients achieve their personal success. My involvement as Past President of the Bowmanville chapter of the Business and Professional Women's (BPW) organization has allowed me to develop many associations with female business owners and passing on my expertise has been very rewarding.
I am proud to be one of the founding members of the Helping Hands Scholarship launched in 2014. This scholarship is near and dear to my heart, and I am thrilled we have been able to implement it. It provides a monetary award to two eligible students each year who are pursuing a post-secondary education. It is important to me to give back to our community and in supporting furthering education I believe I am able to do that.
Many of my clients share my love of travel, and we often have conversations about where their travels have taken them. I also love to spend time with family, as well as golf and photography. Weaving life plans within my financial plans is very rewarding and is why I absolutely love my career and cannot imagine doing anything else.