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Financial advice that feels personal. Because it is.

If your money could talk, it’d tell you to call us. You’ve worked too hard to feel uncertain about your financial future.

Let’s build a plan that creates possibilities for your family and builds a future you can count on.

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Trusted by 1000+
Clients - Just Like You
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The Right Strategy,
Backed by the Right Advice.

You’re tired of generic advice and second-guessing your decisions. You’re done feeling in the dark and nervous about changes in the market.

You’re ready for more. You want real answers and a plan that makes sense.

That is exactly what we deliver.

From building your wealth to protecting your family’s future, our services are tailored to your goals and backed by a strategy that performs. With every step, you’ll feel confident, informed and in control.

We build strong relationships and tangible results. Always.

Explore our services
Why Lilley Financial

We map out your path and walk it with you.

Mark James is seated at his office desk, holding a pen and a document, and smiling while talking with a client who is out of focus in the foreground. Mark is wearing a dark pinstripe suit and is engaged in a friendly conversation. The background shows an office with file organizers and a bulletin board.

We are more than financial advisors – we are your trusted partners and unwavering advocates. Every plan starts with how you define wealth, then backs it with our experience and insight. Our plans don’t just aim for success. They make it inevitable.

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    Building real relationships

    Be seen. Be heard. Be truly understood.

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    Communication you can count on

    Get answers before you need them.

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    Results that last

    Invest wisely and build lasting wealth.

Learn more about our approach
Testimonials

Don’t just take
our word for it

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It’s family-run, tight-knit, and incredibly personable…He’s not just my advisor. He’s a guy I can call or text anytime, even talk things through in the car. You don’t get that anywhere else.

Brad G.
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They explain things in a way that makes sense, without jargon or pressure. Whether it’s RRSPs, RESPs, or life insurance, they’ve guided us every step of the way—and they always get back to us quickly.

Sara M.
About Us

Meet Your Financial Team

Since 2013, we have served Ontario’s families and professionals, building our reputation the old-fashioned way – by doing what’s right, showing up consistently and delivering results.

We’re not tied to banks or quotas. Instead, our advice is anchored by your goals. Whether you’re growing a business, raising a family or preparing for retirement, we make your plan practical and personal.

At the heart of our firm is our commitment to strong communication. You’ll never feel like your questions are too small or that you’re waiting for a reply.

When you reach out, we’re already there. We’re in your corner for the big milestones, the small pivots and everything in between.

It’s time to stop feeling uncertain and start feeling supported.

Blog

Confidence starts with clarity

Smart advice for every stage of your financial journey.

Your future self
will thank you

Our clients don’t wake up at 3 a.m. with a pit in their stomach, wondering if they’re doing it right. And neither should you. You need clarity and confidence. You need someone who understands that it isn’t just about wealth – it’s about the possibilities. It’s about retiring on your terms, giving your children options and leaving behind a legacy (not a mess). It’s about building something that lasts, brick by brick, and feeling good along the way.

You bring the goals. We’ll help you make them real.

Start building a plan that works