Why is Hartry Foley Financial different than other financial investment firms?

For three generations, our firm has been uniquely independent, and keenly interested in nurturing not only highly professional relationships, but also meaningful friendships with our clients. Our clients gain tremendous confidence knowing that there is intergenerational experience for each member of their family.

We get total separation from our competition because we are emphatically client centric. It is our fiduciary responsibility to always put our clients first. We have processes in place to meet your life goals through a systematic and disciplined arrangement of your personal finances.

Hartry Foley Financial maintains a very competitive advantage with our fees. We strongly believe that we can maximize your investments by sharing with you a better understanding of fee structure.

Beyond investment management, our clients can count on us to provide disciplined advice and to keep a watchful eye on their future. Through our process, our clients gain complete confidence that their financial and personal goals will be achieved. This is our standard of care for our clients.

With our significant experience, we have a unique ability to help small businesses with the many facets of Financial Planning, Group Benefits, and Pensions.

Video Gallery

The Value of Advice

Navigating the Death of a Client

Case story: Client Dementia

Case story: Elder Abuse

The videos provided on this site are solely for general and educational purposes and is based on the perspectives and opinions of the owners and writers. It is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Please consult an appropriate professional regarding your particular circumstances. Mutual funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other insurance products, financial planning and related services are offered through Hartry Foley Financial Ltd.