Kolibris Planning Ltd.

Although Kolibris Planning was established recently, both Ian and Pat have been helping clients for decades and have a wealth of knowledge and experience.  Pat started in the business in 1984 and Ian in 2007.  We are a full service firm, creating custom plans and implementing strategies tailored to individual needs.  We look at the big picture, not just one area, and can advise how certain parts of a plan work together to create lifetime financial security.  Priding ourselves on our personal approach, we get to know each of our clients and know what's important to them which helps shape our recommendations.

Ian Hartmann, CFP®

Certified Financial Planner
Investment Representative

Ian started with Freedom 55 Financial in 2007 straight out of university.  After spending over a decade training new advisors for Canada Life, Ian is excited to focus on building his practice again and helping clients directly.  A full-time resident of Pemberton since 2020, he looks forward to connecting with people who are in need of solid financial advice they can count on.  Ian prides himself on his extensive knowledge of all things financial and his acute attention to detail. He mainly services clients throughout the Sea to Sky corridor and Vancouver.  When not working, you can find Ian somewhere outside enjoying all the nature and beauty this area has to offer!