Straight Forward Solutions

Find out more

View more

Get to Know Us

Theresa Bartley, CFP®

Investment Advisor

Andrea Bartley

Investment Advisor

Our Team

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

Contact us now to book a free assessment of your current financial situation.

Let our Straight Forward Solutions turn your reality into financial security for you and your family.

     
*Required fields
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Che
Read more

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 
Read more

covid

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis.
Read more

 

Market Monitor

Listen to insights from our market specialists  

More Insights

 

 

Subscribe to The Bartley Team's E-Wealth Report List

Subscribe Here

Contact Us

Don’t leave without giving us your number!
Learn More
 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Bartley Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!