Richard Bartley Email & Phone Number

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.

Listed skills include Wealth Management, Investment Strategies, Investments, Financial Planning, and 35 others.

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  Wilfrid Laurier University

  Political Science