Taylor delved into the financial industry in May 2018 after completing her Business Education through Saskatchewan Polytechnic. Both parents have been wealth managers collectively for over 43 years. Taylors main passion at Hartt Wealth is Estate Planning and insurance coverage. Whether we are financial 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.
In 2020, purchasing her first home at the age of 23 with more than 20% down while working for Royal Bank of Canada, Taylor implements her own strategies of goal setting, discipline, and accountability within our client relationships. She has experienced, first-hand the value and reward of investing in large-cap, quality companies, with a calm buy-and-hold strategy as long as the integrity of the company is sound. This rewarding experience is exactly what we help create for our clients and their families.
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.
We invite you to explore the possibilities of a lasting partnership with Hartt Wealth. Let us become an integral part of your financial journey, providing the expertise and personal touch you deserve. We look forward to the opportunity of helping you navigate the path towards your financial goals.