Meet our Team
Theresa enjoys working with clients of all ages and has the experience to relate to them. For over 10 years Theresa has successfully helped individuals, families and business owners to plan for their financial security. She knows how to explain financial information to each client in a way that they will understand.
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 numerous corporate work programs.
Theresa Bartley has been a financial advisor since 1999. Theresa has completed courses that have enhanced her ability to guide clients in all areas of their financial lives including Professional Investment Management, Tax Planning and Estate Planning. Theresa is also a team leader, responsible for ensuring that six other financial advisors comply with the regulatory requirements of the financial services industry.
Theresa earned the internationally recognized Certified Financial Planner (CFP) designation in 2004 after completing the Canadian Investment Funds Course. In addition she achieved the Level 2 Life Insurance Licensing, the Canadian Securities Course with Honours and the Professional Financial Planning Course. Theresa is a member of Advocis, The Financial Advisors Association of Canada.
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