Straight Forward Solutions

We are known for delivering straight answers. We are known for our forward-looking approach. We are known for creating solutions that focus on what matters most.

Theresa & Andrea Bartley

With our team, we don’t start with the answers – we start with the questions, getting to know and understand the entire client’s picture from the ground up. We share our knowledge and expertise on investments, tax, estate, education, and retirement planning because we believe that an educated client is a satisfied client.

Theresa Bartley and Andrea Bartley




Money Dates 2017

Stay organized and on top of filing your tax returns this year. Our 2017 Money Dates infographic highlights important deadlines for Income Tax Returns, Registered Plans, and Income Tax Expenses. You can also find benefit payment dates for G.S.T. Credits, CPP/OAS Benefits, and Canada Child Benefits in this infographic. 

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  • My husband and I are very thankful that a friend referred us to Theresa Bartley. With professional skill, integrity and clear communication skills, she learned about our personal and financial goals. She and her team provide really excellent service.

    – Marlene Hamilton
  • Price is what you pay. Value is what you get.

    – Warren Buffett