Andrea Bartley

Client Services Manager

Andrea Bartley has worked in the financial industry focusing on client services and relationships for over 14 years. She has spent 10 years of this working for one of the larger bank-owned firms and has a great knowledge of the operational side of Wealth Management. Andrea has extensive experience working in operations dealing with processes and problem solving.

Prior to joining the Bartley Team in 2012, Andrea worked in a Junior Associate role at a Private Wealth firm, acting as the liaison between clients and their Investment Advisor day-to-day. Andrea has successfully completed the Canadian Securities Course and Conduct and Practices Handbook.