About Harbr Financial Group

Harbr Financial Group, formed through the merger of Rogers Financial and Jelco Financial Planning, offers a wealth of industry experience and a long track record of success creating custom financial solutions. From wealth and investment management, to insurance strategies and succession planning, our comprehensive solutions help build the best futures possible – for you, your family and your business.

We take a dynamic, style-agnostic approach to risk management – blending strategies that adapt to evolving market cycles and geopolitical environments to meet your unique vision. Rooted in flexibility rather than rigidity, we shape our recommendations to align with each client’s goals and objectives. This adaptability sets us apart, ensuring every solution is free from product bias and focused entirely on long-term success.

Our work is grounded in enduring values. We lead with empathy, taking the time to understand each client’s goals and concerns. We uphold the highest standards of integrity, taking full ownership of every recommendation. Our accountability ensures trust, transparency, and follow-through in every relationship. We pursue excellence in everything we do and bring positive energy to our work – driving focus, discipline, and teamwork.

At every stage, our mission is clear: to help you take control and build a stronger, more secure financial future – with confidence, clarity, and purpose.

Meet The Team

Paul Rogers

Paul Rogers (CLU)

PARTNER

Paul’s wealth of experience helps guide him as he oversees and secures the financial futures of Harbr Financial clients.

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His diverse management experience as a senior consultant and advisor handling sophisticated accounts has proven to be a valuable resource to his clients. Since 2001, Paul has been designing and implementing creative, long-term risk management and wealth solutions for business owners, young professionals and affluent individuals. He strongly believes that the client-advisor relationship is one built on trust and a deep understanding of each client’s unique needs and business goals.
Matt Baxter

Matt Baxter (CFP, CIM)

PARTNER

Through sound advice, Matt leads business owners, as well as families and individuals, on the path to attaining financial success.

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He is a dedicated insurance, wealth solutions and group benefits advisor. A graduate of the University of Huntsville in Alabama, Matt played Division I NCAA hockey while earning a Bachelor of Arts in Psychology. Following his education, Matt began his career as an advisor at a leading Canadian financial services company. Matt’s diverse client base is a testament to his commitment to customer service excellence.

Cory Raven

Wealth and Insurance Services Associate

Cory serves as a Junior Advisor and Advisor Support, enhancing client experiences by supporting senior advisors in execution while managing his own client relationships.

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He holds a bachelor’s degree in business and is actively involved in the implementation, administration, and ongoing servicing of insurance and wealth strategies, ensuring accuracy, efficiency, and continuity for clients. Cory brings a global perspective and high-performance mindset through his time spent deck handing on an Atlantic racing boat along the Australia-New Zealand Oceanic Corridor.
Andrea Doherty

Tania Coles

CLIENT OPERATIONS MANAGER

Tania brings over 9 years of experience in the financial services industry, with a strong foundation in customer service developed early in her career.

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Her journey began in the hospitality sector, where she developed exceptional service skills that continue to shape her professional approach. As she transitioned into finance, Tania earned her mutual funds license and branch manager designation, further expanding her knowledge and leadership abilities. She also served as a member of the Assante National Administrator’s Council, contributing her expertise to a select group of professionals across Canada. Tania is excited to bring her extensive experience and passion for helping others to Harbr Financial Group.

Nina Prajzner

BUSINESS OPERATIONS MANAGER

Nina is a seasoned business professional who is highly organized and detail oriented.

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With many years of experience driving business growth and optimizing financial performance, she brings a proven track record of successfully streamlining operations, managing budgets, and enhancing profitability. Nina joined Harbr Financial Group after moving to Ontario from the United States. Prior to joining our team, she worked in the Business and Finance department of a school district, where she played a key role in assisting the Board of Education and Town in budget management and financial oversight. Outside of the office, Nina enjoys spending time outdoors with her husband and their three dogs. She also loves traveling to visit her family in the States.

I have been working with Rogers Financial Services for several years now and would highly recommend them to any friend, family member or business associate. They are knowledgeable, professional and extremely thorough in their approach to each client’s specific needs.

Don, Business Owner

I have been working with Rogers Financial Services for several years now and would highly recommend them to any friend, family member or business associate. They are knowledgeable, professional and extremely thorough in their approach to each client’s specific needs.

Don, Business Owner