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SPOTTED IN THE NEWS

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16 January, 2019

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

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15 January, 2019

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che

 

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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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