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.

 

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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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