About Hartt Wealth
What Sets Us Apart
At Hartt Wealth Management, our clients are at the “hartt” of what we do. We specialize in providing comprehensive wealth management solutions tailored to your unique financial goals. With a deep understanding of the markets and a commitment to personalized service, we are here to help you navigate the complexities of investing. Our team is dedicated to delivering the expertise and insights you need to achieve long-term success.
With a client-centric approach and a commitment to excellence, we strive to build long-lasting relationships based on trust, integrity, and transparency. Whether you’re growing your portfolio, planning for retirement, investing in your children’s education, navigating complex financial decisions, or seeking strategic financial advice Hartt Wealth is here to guide you every step of the way.
Regina Team
REGINA
Senior Investment Advisor
OFFICE ASSISTANTS
Brenda Anderson
Tracy Hahn
Rob Klinger
Rob is a Senior Investment Advisor at Harbourfront Wealth Management in Regina, Saskatchewan. He has been a financial advisor for over 12 years and believes it is important to invest time in understanding our client’s objectives and level of risk to provide a comfortable balance in reaching long-term goals.
Whether you’re planning for retirement, protecting the financial future of your family, or saving for college, Rob works with you to develop specific strategies to achieve your goals. With monitored progress keeping you on track and proactive adjustments, Rob provides exceptional client service, with a focus on:
- Retirement savings and income
- Wealth protection
- Intergenerational planning
- Estate and legacy strategies
Rob works with a team of specialists in estate and tax-planning to ensure clients receive the most educated guidance. In addition, Rob welcomes the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy leveraging everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Saskatoon Team
SASKATOON
Senior Investment Advisor
Virginia Pavo
Virginia Pavo is a Senior Investment Advisor at Harbourfront Wealth. Originally from the Swift Current area of southern Saskatchewan, Virginia moved to Saskatoon to attend the University of Saskatchewan in 1989. Her farming background became the foundation for strong habits, hard work, and her entrepreneurial spirit. From her start as a business owner in 1997, Virginia moved to a full-service investment advisor business in 2007 from Canada Revenue Agency (CRA).
Virginia is passionate about building financial confidence by developing solid financial plans based on your stage of life. Through her practice, Virginia offers:
- Retirement preparations for your investment portfolio
- Working with your accountant on tax-advantageous solutions
- Financial customizations based on family and life changes
- Growth opportunities for your business and team (corporate considerations)
- Estate planning with your lawyer and accountant, and most importantly, your family
Family is incredibly important to Virginia within her practice and firm. In 2020, she proudly welcomed Associate Investment & Insurance Advisor Taylor Pavo, her daughter, to the firm. With this addition and an expanded wealth management team, Virginia and her team are reaching more families and building strong, trusted relationships across Canada.
As a dedicated leader and involved member of the Saskatoon community, Virginia volunteers at local charity events and supports local fundraising initiatives helping children, newcomers to Canada, and hospitals. She’s passionate about giving back to the next generation and is a coach and mentor, teaching financial literacy to high school students. Virginia believes that travelling is important to expand our view of the needs of the world and feels privileged to offer her help wherever she goes.
SASKATOON
Associate Investment Advisor
Taylor Pavo
Taylor delved into the financial industry in 2018 after completing her Business Education through Saskatchewan Polytechnic. Taylor’s main passion at Hartt Wealth is Estate Planning and insurance coverage. Whether we are financially planning your future, for your family, or for a business entity, we work diligently with your lawyers and accountants to ensure all aspects of our client’s lifestyle and needs have been addressed.
When we attach a goal to your investments and savings, it helps us build a complete picture of how best to achieve it. However, we are not only here to help you achieve your goals, but to navigate the icebergs of life that show up along the way. We are here to ensure you know you are not alone through the most difficult times, and that we have considered every available avenue to keep those financial waters as smooth as possible for you.
Outside of the office, Taylor’s family on both sides have spent generations farming cattle and grain in southern Saskatchewan and grain farming near Outlook, SK. She loves to volunteer with animal welfare organizations within the city whether it be fundraising, dog sitting, fostering, or attending adoption events.
Disclaimer:
Insurance products are sold via Harbourfront Estate Planning Services Inc. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage. Please inquire for more information.