Andrea BartleyInvestment 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 Private Wealth firm, acting as the liaison between clients and their Investment Advisor day-to-day.
Andrea has successfully completed the Canadian Securities Course, Wealth Management Essentials and Conduct and Practices Handbook.
Andrea joined the Bartley Team in 2012 with a vision of bringing her previous experience to the Bartley Team. Andrea has exercised her extensive operational and Wealth Management background to enhance the outcome of our vision of Straight Forward Solutions for clients. We expect over the next few years that Andrea will be instrumental in our succession plan that will give our clients peace of mind.