David Hartley, CFA
BMO Private Wealth
239 Lakeshore Road East
Oakville , ON
Here's what clients are saying about David Hartley:
"David Hartley and his team have been nothing short of amazing. David’s professional, holistic approach to all of my personal and professional needs has allowed me to focus on what I do best for both myself and my loved-ones. In the crazy year that was 2020, with all the noise, David was a quiet calming source to guide us through it. He “talked me back from the ledge” more than once, helped with my company’s government loan, and offered suggestions and helpful advice on all things financial.
He’s easy to talk with and gets right back to me with any questions or concerns I may have. We couldn’t be happier!"
- J.C. 2020
"I started working with David Hartley (in Private Banking arm) back in 2018 and it was the best decision I ever made. Not only is David very knowledgeable, he explains things in a way that is easy to understand. Add in the fantastic and timely service, makes David the best banking decision I’ve made in a long time! Thank you Mr. Hartley!!!"
- D.B. 2020
"Through the years I’ve relied on you & BMO Wealth to guide my spending for terrific travel opportunities, while retaining & building a portfolio to provide the funds I’ll need as I get older. I especially like my wealth plan that so far has correctly given peace of mind & assurance that my decisions are sound. As trust builds in a relationship so does knowledge of financial products & the best uses for them. You’ve always been helpful & available for in person or telephone consults with assurance of your dedication. Thank you. It’s been fun getting to know you, to hear your family experiences & keep in touch from your younger perspective."
- S.M. 2020
"I have been dealing with David Hartley for the past 5 years or so, I found David very helpful in the advice that I asked for. When I called David and he would be attending other clients he would return my call as soon as he is free. Whenever I asked him for a transaction, it's done very professionally. I have no hesitation to recommend David as a financial advisor."
- A.C. 2020