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Our Team

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.

 

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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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