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Our Team

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Jim Fockens
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My clients have the comfort of knowing their interest and needs come first. By using and investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar cost averaging and maintaining their long term focus, I can help them build a plan to fit their needs at every stage of life.

In 1989 I joined London Life as a Financial Security Advisor.

I entered management in May 1991 and returned to full time advising in May 2017, after 26 successful years. I have completed several intensive training programs and received my Chartered Life Underwriter, Registered Health Underwriter, Chartered Financial Consultant, Financial Management Advisor, Canadian Investment Manager, Certified International Wealth Manager as well I am a Fellow of the Canadian Securities Institute.

On-going professional development allows me to stay current.

In addition access to specialists in different segments of my business provides me with the training and resources I need for unique situations.

 

In my spare time I enjoy playing sports particularly golf and hockey and I volunteer in the community through my memberships in the Rotary Club of Barrie-Huronia and the Kiwanis club of Barrie.
 

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© Copyright 2019 Lilley Financial Group. All Rights Reserved.

The information on this web site is intended for residents of Ontario only. The use of email is not a secure medium and personal information should be transmitted by more secure means. Representing Canada Life and Quadrus Investments Services Ltd. Click here to view legal, copyright and trademark information.

**This website its contents and links are not intended to meet your specific individual investment or insurance needs and is not tailored to your personal financial situation. Nothing contained herein constitutes, is intended, or deemed to be – either implied or otherwise – investment advice. While the information herein is believed to be accurate and reliable it is not guaranteed or implied to be so. The information herein may not be complete or correct; it is provided in good faith but without legal responsibility or obligation to provide future updates. Neither Lilley Financial Group or its employees, nor anyone else, accepts any responsibility, or assumes any liability, whatsoever, for any direct, indirect or consequential loss arising from the use of the information on this site.  Please consult Lilley Financial Group or another trained professional before any investment or insurance decisions are made.**

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