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

 

 

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TFSA Report

TFSAs are a great tax-advantage savings program, but since its inception in 2009, there has been a great deal of information that is confusing, misleading and just plain wrong. When used correctly, TFSAs can be an effective tool as part of your financial plan if used correctly.

Click here for your free report!
 
  • 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