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.

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.
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wealth

14 March, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
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TFSA and RRSP

27 February, 2019

TFSA and RRSP 2019

Saving for the future involves using both RRSPs and TFSAs.
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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!