Business Details
Your Trusted Financial Advisers in Douro, ON
Harbr Financial Group combines the expertise of Rogers Financial and Jelco Financial Planning to deliver customized financial solutions. With decades of collective experience, we specialize in wealth management, insurance strategies, and business succession planning. Our team of certified professionals prioritizes client needs through trust-based relationships and innovative financial technologies.We serve business owners, families, and individuals with tailored guidance in investment management, risk mitigation, and long-term financial security. Our merger strengthens our ability to provide comprehensive solutions while maintaining a client-first philosophy rooted in transparency and personalized service.
Services
Wealth Management
Life Insurance
Business Planning
Group Benefits
Succession Strategy
Investment Portfolios
Disability Insurance
Annuity Planning
Estate Conservation
Pension Solutions
Highlights and features
- We offer CFP-certified advisors with 20+ years of combined industry experience
- Our client-centric approach prioritizes personalized financial strategies
- We integrate innovative technologies with proven risk management principles
- Our team holds advanced designations including CLU and CHS certifications
- We maintain transparent communication with no hidden fees or obligations
What people say
Knowledgeable professionals
Personalized service
Trustworthy advisors
Thorough understanding
Exceptional expertise
Services
Wealth Management
Our wealth management services combine strategic investment planning with risk assessment to optimize financial growth. We create customized portfolios aligned with individual goals and risk tolerance. Our certified advisors provide ongoing portfolio adjustments to maintain optimal performance.
Life Insurance
We offer comprehensive life insurance solutions covering final expenses, debt protection, and estate conservation. Our advisors help clients select appropriate coverage amounts and policy types that align with their financial obligations and family needs.
Business Planning
Our business planning services include succession strategies, partnership protection, and executive benefits programs. We help companies develop sustainable growth plans while addressing potential risks through insurance and investment solutions.
Group Benefits
We design customized group benefit packages for businesses of all sizes, including health, dental, and disability coverage. Our solutions help employers attract talent while managing costs through flexible healthcare spending accounts.
Succession Strategy
Our succession planning services ensure smooth business transitions through tax-efficient strategies. We help owners prepare for leadership changes while protecting company assets and maintaining operational continuity during ownership transfers.
People
Paul Rogers
Partner
With two decades of experience, Paul specializes in risk management and wealth solutions for business owners. He holds CLU and CHS designations and focuses on building trust-based client relationships through personalized financial strategies.
Matt Baxter
Partner
Certified Financial Planner Matt Baxter guides clients toward financial success with expertise in insurance and wealth management. He combines academic background in psychology with practical experience to understand client needs comprehensively.
Tania Coles
Client Operations Manager
Tania brings nine years of financial services experience, previously serving on Assante's National Administrators Council. Her hospitality background enhances her client service approach while managing operational excellence.
Darlene Harrison
Client Service Coordinator
With 24 years in financial services, Darlene provides expert client support while managing office operations. Her experience spans investment support and lending, ensuring personalized service delivery to all clients.
Nina Prajzner
Business Operations Manager
Nina applies her extensive business finance experience to optimize operational efficiency. Her background includes budget management for educational institutions, bringing structured financial oversight to our business operations.
Questions
What financial services does Harbr Financial Group offer?
We provide wealth management, insurance solutions, business planning, investment portfolios, and succession strategies tailored to individual and corporate needs.
How does Harbr Financial Group personalize financial strategies?
Our certified advisors conduct comprehensive assessments of each client's financial situation and goals before developing customized solutions.
What makes Harbr Financial Group different from other advisors?
Our team combines advanced certifications with practical experience across diverse financial sectors to deliver innovative, client-focused solutions.
Do you work with both individuals and businesses?
Yes, we serve both private clients and businesses with specialized financial planning and risk management strategies.
How are investment decisions made for clients?
We use a collaborative approach, explaining options clearly while considering each client's risk tolerance and long-term objectives.
