Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Andrea Bartley

Investment Advisor

Andrea Bartley has worked in the financial sector focusing on client services and relationships for over 17 years. Andrea started in client operations and moved into a Junior ...

Ivonne Basso

Client Services Manager

Ivonne has joined the Bartley Team with twenty years of customer service experience. Ivonne’s goal is to provide excellent client communication. Her role with the Bartley Team...

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Andrea Bartley

Investment Advisor

Andrea Bartley has worked in the financial sector focusing on client services and relationships for over 17 years. Andrea started in client operations and moved into a Junior Associate role at a Private Wealth firm, acting as the liaison between clients and their Investment Advisor day-to-day.

Andrea has successfully completed the Canadian Securities Course, Wealth Management Essentials and Conduct and Practices Handbook.

Andrea joined the Bartley Team in 2012 with a vision of bringing her previous experience to the Bartley Team. Andrea has exercised her extensive operational and Wealth Management background to enhance the outcome of our vision of Straight Forward Solutions for clients. We expect over the next few years that Andrea will be instrumental in our succession plan that will give our clients peace of mind.

Ivonne Basso

Client Services Manager

Ivonne has joined the Bartley Team with twenty years of customer service experience.

Ivonne’s goal is to provide excellent client communication. Her role with the Bartley Team includes acting as a liaison with our advisors. She is a valuable asset in the smooth operation of our business. Clients are welcome to contact Ivonne to schedule review meetings and phone appointments with our advisors. 

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.