Richard Bartley

Richard Bartley Email and Phone Number

None @
Richard Bartley's Location
Greater Toronto Area, Canada, Canada
Richard Bartley's Contact Details

Richard Bartley personal email

n/a

Richard Bartley phone numbers

About Richard Bartley

I help inspire and guide people to achieve their life and financial goals. My mission throughout my career has been to deliver an exceptional service that inspires people to discover their dreams, set life and financial goals, and easily implement and track their plan. My overall belief is that a good plan, well executed, can help make dreams a reality. And for those that may feel like they are behind in their planning, it's never too late to change. I am both a personal and financial advocate for those that I work with, and help the people I work with uncover financial freedom, strength, and security.I started assisting high net worth families in 2004 when I realized that they needed more than just GIC's and savings bonds to actually grow and preserve their life savings. I began by looking at three factors of their lives and devising a plan to help them prepare, protect and prosper as it related to their personal and family wealth.I am energized by my ability to help my clients realize their financial future, and pride myself on a working relationship that involves a great sense of collaboration, partnership, and commitment.

Richard Bartley's Current Company Details
Freelance

Freelance

None
Richard Bartley Work Experience Details
  • Freelance
    None
    Freelance May 2021 - Present
  • Manulife Securities Incorporated
    Investment Advisor
    Manulife Securities Incorporated May 2016 - May 2021
    North York
    Working in partnership with clients of all types: entrepreneurs, medical professionals, senior executives, and high net worth families. I help people prepare, protect and prosper so that I am 100% aligned with my client's best interests.I want to inspire and guide people to achieve their life and financial goals, giving everyone I work with, the chance to fulfill their aspirations. Some of the ways we get there are through Alternative Wealth Solutions:Financial: Tax strategiesAsset management/allocationCash flow managementSavings planEstate:Family management/willsLegacy managementLifestyle:Risk ManagementDetermine lifestyle goalsPlan for all contingencies: 1) Prepare 2) Protect 3) Prosper
  • Scotia Wealth Management
    Wealth Advisor
    Scotia Wealth Management May 2009 - Apr 2016
    North York, On
    Assisting successful professionals with unconventional tax efficient solutions using a structured wealth management approach.
    View
  • Td Waterhouse Financial Planning
    Financial Planner
    Td Waterhouse Financial Planning Dec 2004 - May 2009
    Leslie And York Mills
    Assisted High Net Worth clients manage and build "Tax Efficient" investment strategies.
    View
  • Rbc Wealth Management
    Financial Planner
    Rbc Wealth Management Jan 1999 - Nov 2004
    Don Mills And Lawrence
    Assisted High Net Worth clients manage there life savings.
    View

Richard Bartley Skills

Wealth Management Investment Strategies Investments Financial Planning Mutual Funds Wealth Retirement Planning High Net Worth Individuals Estate Planning Retirement Financial Planners Alternative Investments Risk Management Asset Management Strategic Financial Planning Financial Services Wealth Management Services Capital Markets Entrepreneurship Insurance Planning High Net Worth Insurance Accredited Investor Finance Securities Financial Analysis Financial Modeling Fixed Income Etfs Investment Advisory Asset Allocation Investment Management Financial Advisory Retirement Income Strategies Creative Solutions High Level Networking Portfolio Management Equities Bonds Banking

Richard Bartley Education Details

Frequently Asked Questions about Richard Bartley

What company does Richard Bartley work for?

Richard Bartley works for Freelance

What is Richard Bartley's role at the current company?

Richard Bartley's current role is None.

What is Richard Bartley's email address?

Richard Bartley's email address is ri****@****ank.com

What is Richard Bartley's direct phone number?

Richard Bartley's direct phone number is +190546*****

What schools did Richard Bartley attend?

Richard Bartley attended Wilfrid Laurier University.

What are some of Richard Bartley's interests?

Richard Bartley has interest in Children, Health.

What skills is Richard Bartley known for?

Richard Bartley has skills like Wealth Management, Investment Strategies, Investments, Financial Planning, Mutual Funds, Wealth, Retirement Planning, High Net Worth Individuals, Estate Planning, Retirement, Financial Planners, Alternative Investments.

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