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SPOTTED IN THE NEWS

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 

covid

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis.

 

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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.
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THE COST OF ADVICE

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