Our Team

Craig Lilley
CFP, CLU

Since 1997 Craig has been a financial security advisor. He has had the satisfaction of helping Canadians achieve their financial planning needs through relationships of trust.  Craig plays a key role in the planning, advisory and wealth management aspects of the business.

He was an inaugural recipient of the FP Canada FELLOW™ award for contributions to the advancement of the Financial Planning profession. Craig is a past president of the Financial Advisor’s Association of Canada’s Simcoe-Muskoka chapter. He also has been a continuous volunteer with FP Canada in a variety of capacities since 2002. Craig is a Life and Qualifying Member of The Million Dollar Round Table MDRT, and was selected as Canada’s Flag Bearer at the Annual Meeting in Atlanta, 2011.

 

It is extremely important to him that he provides his clients with educated advice. He does this by continually upgrading his skills through industry memberships and conference attendance. Craig is married and a proud father of three daughters. Craig enjoys travel and has visited many ports of call throughout North America and Europe. Craig is a board member of Empower Simcoe.