What does the future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

SPOTTED IN THE NEWS

wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

2019 budget

20 March, 2019

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights.

 

Audiocasts

Listen to insights from our market specialists  

 

Subscribe to The Lillie Financial Team's E-Wealth Report List

MEET THE TEAM


David Lillie

Financial Advisor

Patrick Lillie

Financial Advisor

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

Don’t leave without giving us your number!
Get in Touch