Our Team

 

straight forward solutions

 

In a world where there is no shortage of information on any topic, it shouldn't be so hard to find the answers we need to suit our own personal circumstances and make our dreams come true. Yet that’s precisely the challenge that many of our clients have expressed when we meet them for the first time.

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. 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 BartleyCFP®

Investment Advisor

Theresa enjoys working with clients of all ages and has the expertise to relate to them. For over 19 years Theresa has successfully helped individuals, families and business owners to plan for their f...
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Andrea Bartley

Investment Advisor

Andrea Bartley has worked in the financial sector focusing on client services and relationships for over 17 years. Andrea started in client operations and moved into a Junior Associate role at a Priva...
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Ivonne Basso

Client Services Manager

Ivonne has joined the Bartley Team with twenty years of customer service experience. Ivonne’s goal is to provide excellent client communication. Her role with the Bartley Team includes acting as a lia...
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Peter BassoBASc Eng., MBA

Insurance Consultant

Peter joined the Bartley Team as our Insurance Specialist in November 2017.  He is LLQP certified and is an expert in the areas of Life Insurance, Accident and Sickness Insurance, Travel Insurance, an...
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.