At Hartry Foley Financial Ltd , we offer a broad range of services. We are an independent financial services company that offers financial recommendations and services to specific individuals, families and businesses.

Retirement Planning Services

We help individuals find the appropriate solutions to retirement, through detailed discussion of their goals and needs; both financial and personal. These retirement goals are then managed with independent investing into actively managed portfolios. These portfolios will provide income, growth and protection against excess taxes.

Education Planning Services

As education skyrockets, education planning has become an integral part of the financial planning process. Whether it is an education program for your children, other family members, or grandchildren, education savings are a must. The development of government programs involving grants have helped families save for their children's futures. Hartry Foley Financial provides its clients with the information necessary to devise the best plan of action.

Estate Planning

Many Canadians think of Estate planning as only a “will”. There is much more to consider. Hartry Foley Financial has a successful history of helping individuals with their estate planning needs. Many clients wish to direct their monies toward specific beneficiaries, and most wish to avoid paying the CRA anything... An Estate plan will effectively decrease the amount of tax payable, and will also provide the peace of mind that the estate distribution goals will be met.

Business Continuation

What would happen to you as a business owner or business partner if you:

• died
• became disabled
• were stricken with cancer, stroke, heart attack or any other critical illness
• had a fire in your office, computers broke down
• one of your key employees got ill?
  

What would happen to your business? What would happen to your life, as you know it? All business owners need to have a program in place that would continue payments to banks , suppliers and services to their customers. .

Risk Management Planning:

Life Insurance, Disability Insurance, Travel Insurance, Critical Illness and Long Term Care

As we age, we face many obstacles. We need to protect our assets and our lifestyles from these obstacles. What happens to our families if we die, if we get disabled, if we get sick or if we live too long? These are all the risks that each of us face. Through proactive planning, these risks can be minimized or eliminated.