Straight Forward Solutions

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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.
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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.

     
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Spotted in the news

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

2 July, 2019

Our Perspective – Process, Perspective and Patience

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares his thoughts on the continued rally in Q2.
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RANA

18 April, 2019

Our Perspective – A Strong Rally in Q1: What’s Next?

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, highlights reasons for the strong rally in the first quarter of 2019 and shares his t
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money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
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Audiocasts

Listen to insights from our market specialists  

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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

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

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

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

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

Consistent

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

Committed

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