At Hartry Foley Financial, we believe our clients deserve the strength and security that comes from working with trusted industry leaders. Our strategic partnerships provide the expertise, technology, and regulatory support that allow us to focus on what matters most—helping you achieve your financial goals.
As an independent financial planning firm, Hartry Foley Financial is partnered with Worldsource Financial Management Inc., one of Canada’s leading mutual fund dealers serving independent financial advisors.
Worldsource provides the regulatory oversight, compliance, technology, and operational support that help ensure we continue to deliver professional, ethical, and client-focused financial advice.
Access to Canada’s Leading Financial Institutions
Our independence allows us to work with a broad network of respected financial institutions rather than being limited to a single provider.
Through partnerships with numerous life insurance companies and major Canadian banks, we can offer objective recommendations across:
• Investment Solutions
• Guaranteed Investment Certificates (GICs)
• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Group Benefits
This flexibility allows us to recommend solutions based on your needs—not a company’s products.
We are proud to partner with Gryphin Advantage Inc., a leading Managing General Agency (MGA) based in Hamilton, Ontario.
Gryphin provides specialized insurance expertise, operational support, and ongoing professional education, helping us continue to deliver exceptional service while staying current with industry developments and best practices.
Certified Financial Planner® Professional Standards
Sue Foley proudly holds the Certified Financial Planner® (CFP®) designation, one of Canada’s most respected and recognized professional financial planning credentials.
The CFP® designation reflects a commitment to rigorous education, ongoing professional development, ethical conduct, and putting clients’ interests first.
This standard allows us to provide comprehensive financial planning that integrates:
• Retirement Planning
• Estate Planning
• Tax Planning
• Investment Management
• Risk Management
Our partnerships and professional standards ensure that every client receives thoughtful, personalized advice backed by trusted organizations and industry-leading resources.
