Engineered to maximize your wealth


Wealth is a machine: a complicated system of intricately interconnected elements. To reach peak performance and maintain it for many years, wealth requires an experienced touch. When life takes turns, wealth demands an expert one.

Over the past decade, Hartley Advisory Group has delivered specialized, tax-savvy wealth planning to maximize Canadians’ finances with both a domestic and cross-border perspective. The more complicated your situation, the more expertise we have to offer.

Your team

Defined by passion, integrity, and technical know-how.


Investment approach

Tailored to your individual risk appetite and capacity.

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Wealth management

Cooperatively built and maintained based on your specific goals.


Cross-border service

Uniquely positioned to serve North American wealth needs.

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Life throws curves


As your wealth management experts, domestic and cross-border, we will navigate every twist and turn for a smooth ride.

Contact us today
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