I have known Sue Foley for more than 20 years and regard her as a leader not only in our investment firm but in our industry.Sue has a client centric business that focuses on communication and customer service. She is a consummate professional in her practice and has extensive knowledge and experience in the products and services available in the industry.
Worldsource Financial Management is proud of our partnership with Sue and her clients.Andy Mitchell, MBA
Managing Director, Head of Asset Management Distribution at SEI Investments Canada
Sue has been our financial planner for more than 20 years. She is the reason why my husband and I are now able to enjoy retirement with a sense of security.Sue is always available for consultation and is most often ahead of the curve with her analysis and recommendations which are always designed to maximize our investment portfolio and minimize risk.
We honestly wouldn’t be where we are financially without her advice.Donna & David Day
Both Rob & I have greatly benefited from Hartry Foley Financial services over the past 18-20 years. Our advisor, Sue is very dedicated & has expertly handled our investments, through our life changes of working, job losses & now retirement. Our meetings are so much more, where she has given us valuable guidance i.e. updating our Wills, Power of Attorneys, home co-ownership & ways to lower our fees & tax implications.We also appreciate her staff who are a compliment to her. They are always there to answer our questions patiently & professionally.
Because of our peace of mind, we have recommended Hartry Foley to others.Rob & Gloria
Since the day we met Sue there was an instant click. She had and still has such an honest thing about her. We feel so comfortable and trust her with everything. I see how much she cares for her own family and she treats us the same way. Even my kids and dad love her too 🙂Thank you Sue to you and your team. You’re truly amazing!!Angie K
Sue Foley has been a dedicated adviser to our family, myself included, for 2012 years. What is most notable about Sue’s approach is her rigorous honesty and integrity which are delivered in a warm human manner. In an era when high-pressure “up-selling” is a fact of life it is a profound relief to deal with Sue whose focus is on her clients, not herself. Thanks to her professional advice we are now more than comfortable financially. I am deeply grateful to Sue for her wise counsel and service.Janet Wakely
Sue Foley’s character is evident in the care and commitment she puts into both her work and her community service. As financial advisor to our mother, she not only managed wise investments but also made our mother’s estate quick and easy to settle. We, too, have benefitted from Sue’s guidance and she is now working with a third generation of our family as our children, in their 30’s, are building their financial security.Kathryn Wakely-Clare
Many years ago, when I had a small amount of money to invest, I happened to meet Mr. Hartry at a University reception, and he became my advisor. His advice was always good, and after he turned his business over to is daughter Susan, I have relied heavily on her service. My wife and I have learned to consider her a wise and reliable friend, and look forward to her visits. At age 98, long after my RRSP should have been used up, there is still a balance in it.Robert and Verna
I’m so thankful I was introduced to Sue. She has been an amazing advisor and has really been in tune with my wants and needs. Her team is very professional and timely. I definitely recommend the Sue Foley and the Hartry Foley Financial Group. Keep up the great work!Pav
I have been a client of Sue Foley/Hartry Foley Financial since 1993.There have been many changes in my life over the last 24 years & throughout that time Sue has offered solid financial advice & support. Any questions or concerns over my portfolio are answered immediately with all options offered and thoroughly discussed – I have never felt pressured to choose one option over another.
Over the years, because of both the service provided and the performance of my portfolio, I have confidently recommended Sue to family members & friends with most becoming clients as well. This, to me speaks volumes about Sue, her team & the knowledge & dedication they possess.
I will continue as a client & will certainly continue to recommend Sue & the services she provides.Anne Willems
We have been dealing with Sue for over 15 years now and we couldn’t ask for a more professional and friendly group of people to work with. Under Sue’s financial guidance, we were able to retire earlier than anticipated and we are living a life we only ever dreamed of having. Sue is not only professional but has a very caring heart to look after her clients’ best interests and step them through to achieve or exceed their financial goals. We have recommended her to several friends and both they and we are very happy with the service provided by Sue and the whole team at Hartry Foley Financial.Marlene and Merv