Our Team

Our Team

At Hartry Foley Financial, we believe exceptional financial advice begins with exceptional people.

Our experienced team is committed to providing thoughtful guidance, responsive service, and personalized care. Whether you’re planning for retirement, growing your wealth, or navigating life’s important transitions, we’re here to make the process clear, comfortable, and confidence-inspiring.

When you contact our office, you’ll always be welcomed by knowledgeable professionals who genuinely care about helping you achieve your financial goals.

Sue Foley, CFP®, CEA

For more than 34 years, Sue Foley has been helping individuals, families, business owners, and corporations make confident financial decisions. She has built long-standing relationships with many families, proudly serving three generations of clients through retirement planning, estate planning, wealth preservation, and insurance strategies.

As a Certified Executor Advisor (CEA), Sue provides specialized guidance to clients navigating the complexities of aging parents, estate administration, and the transfer of wealth between generations. Her thoughtful, comprehensive approach helps families protect what they’ve built while planning for the future with confidence.

Registered through Worldsource Financial Management Inc. in Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, Sue offers access to a broad range of investment solutions, including mutual funds, segregated funds, guaranteed investment certificates (GICs), and professionally managed investment portfolios.

Beyond her professional practice, Sue has demonstrated a lifelong commitment to serving her community. A member of the Rotary Club of Etobicoke since 1999, she served as Club President during Rotary International’s Centennial Year (2004-2005)

In recognition of her leadership and service, she received the prestigious Paul Harris Fellow distinction and was honoured as Top President during Rotary’s 100th anniversary year.

Known for her approachable style, integrity, and genuine care for her clients, Sue has earned the trust of families who continue to rely on her guidance through every stage of life—from building wealth and planning for retirement to preserving legacies for future generations.

Lauren Foley, CLU, MA

Lauren Foley is an independent Financial Planner with more than a decade of experience helping individuals, families, and businesses build and protect their financial futures. Since entering the financial services industry in 2012, she has developed extensive expertise across financial planning, wealth accumulation, retirement strategies, group benefits, and group retirement solutions.

As a Chartered Life Underwriter (CLU), Lauren specializes in integrating life insurance into comprehensive financial and estate planning strategies. Her advanced designation allows her to provide thoughtful guidance on complex planning needs, helping clients create tax-efficient and effective solutions aligned with their long-term goals.

Lauren works closely with individuals, business owners, and corporations to create personalized strategies that support retirement readiness, wealth preservation, and employee benefits planning. Through Worldsource Financial Management Inc., she offers access to a wide range of investment solutions, including mutual funds, segregated funds, guaranteed investment certificates (GICs), and professionally managed investment programs tailored to clients’ needs.

Known for her client first approach, Lauren is committed to building lasting relationships and delivering practical, tailored advice that helps clients navigate life’s financial decisions with confidence.

Cameron Foley

With nearly two decades of experience in financial services, Cam brings a deep, generational understanding of wealth and investment strategies, and long-term financial stewardship. Having grown up around the business, Cam developed an early appreciation for the discipline, responsibility, and trust required to guide clients through complex financial decisions. Throughout a career built on thoughtful advice and enduring client relationships, 

Cam reflects a steadfast commitment to professionalism, industry insight, and client-first planning. Cam has been featured in Investment Executive magazine on multiple occasions, reflecting a commitment to professionalism, industry insight, and client-first planning. Cam takes a highly collaborative approach, working closely with clients’ and their other financial professionals to ensure strategies are coordinated, and aligned across all aspects of a client’s financial life.

Jackie Guy

Administrative Support

Beth Perkins

Administrative Assistant

Dalton Groves

Administrative Assistant
Hartry Foley Financial

Licensed Associate
Worldsource Financial Management Inc.