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Theresa Bartley - CFP® Professional

IPC Securities Corporation

Certification Status:
Current

Currently Practising?:
Yes

Location:
431 Timothy Street
Newmarket, ON
Canada L3Y 1P7

Phone: (905) 954-4060

Email: theresa.bartley@ipcsecurities.com

Website: http://www.bartleyteam.com

I can serve you in these languages: English
My clients usually have this much available to invest: $ 100k - $499,999
I specialize in helping clients like these: Pre-retired, Professionals, Professional Athletes, Retired, Medical Practitioners, Caregivers, Self-employed
I can help you with: Mortgages and debt planning, Private banking, Education planning, Retirement planning, Estate planning, Severance planning, Insurance planning, Investment planning, Tax planning