Barry Hartley is dedicated to assisting his clients in meeting their financial needs. He blends integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, to create a plan that works best for each and every client. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. Barry focuses on coordinating clients’ portfolios with their retirement aspirations, estate planning, risk management, income tax and business planning strategies and goals. Barry’s greatest hope is to bring his clients insights, perspectives, and guide their long-term finances.
Whether it is to retire comfortably, provide for a good education for your children or plan for a tax-efficient distribution of your wealth, Barry can help assist in your financial future. Working with integrity and common sense, his team is committed to providing you with the highest level of service possible. Barry’s clients will receive comfort in knowing their financial goals are attainable.
Barry takes pride in community involvement. He has coached over 25 seasons of minor sports including; baseball, hockey, basketball, and lacrosse. In addition to coaching he has volunteered his time to a number of community boards and non-profit organizations.
Barry resides in Coquitlam, British Columbia. He enjoys spending time with his wife Naomi, who is a designer, and their children Dustin, Lauren, Josh, and Zachary.
Please feel free to call or email Barry to ask any questions or arrange for an opportunity to meet face-to-face, for a no strings attached review and discussion on how his team can assist you.