Our Team

Direct: 705 717-0017
CPA, CA, BBA
Mark James

Mark has had an extensive career in the automotive business. He has held positions as COO and CFO of organizations with worldwide operations. The company Mark headed as COO was named one of “Canada’s 50 Best Managed” 5 years in a row. As a turnaround specialist, Mark has worked in many countries, and overseen many functions which afford our clients a valuable resource beyond the traditional financial advising.

 

Mark is a Chartered Accountant (CPA) who brings solid tax knowledge to the practice. He is adept at working with our clients to liaison between their accountants and lawyers. His solid investment experience has been garnered from years of managing investment portfolios. This has added a strong investment specialist to the Lilley team.His experience as a competitive athlete and coach led Mark to author and publish a book “Hockey for Parents: Help your child play better hockey”.

 

Mark is a solid family man who understands the importance of Estate and Wealth Planning. He works with Lilley Financial Group clients as family to ensure a smooth transition of assets from grandparents to succeeding generations. Helping our clients to grow the wealth of their family over generations while providing the products to secure the present is what Lilley Financial Group does best. We look forward to sharing our expertise with you, your family or corporation.