Meet Our Team
Theresa Bartley has been a financial advisor for 10 years. She is also a team leader, responsible for ensuring that six other reps comply with the regulatory requirements of the financial services industry. So yes, she understands the rules of the industry but there’s more to Theresa.
As a certified financial planner, she enjoys working with clients of all ages. An excellent communicator, Theresa learned long ago that listening to her clients was the most important part of communication. She knows how to explain financial information to each client in a way that they will understand and feel in control of their financial future. Friendly and personable with just the right amount of humour, Theresa can make anyone feel at ease.
She’s been the president of the Business Women’s Networking Association and of the East Gwillimbury Chamber of Commerce. She has presented at the Employment Resource Centre and at corporate lunch and learn programs. She has made compassionate presentations to widows overwhelmed by their loss and their unknown financial status.
Theresa is not your average financial advisor…she becomes your friend. She is someone you can trust for advice, someone who will give you straight-forward honest answers when it comes to your money. And isn’t that what you really want?
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