Michael James

Mike has joined forces with Lilley Financial Group as an Associate Advisor and Investment Representative in 2021.  He has completed Business at Georgian College and recently passed his board exam to become a CFP (Certified Financial Planner).  He hopes to pursue his CLU (Certified Life Underwriter) degree soon.

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Mike has experience in the business world working with Fortune 500 companies and smaller startup companies in supervisory positions that has afforded him the experience to understand what our working clients are experiencing on a day to day basis.  Mike also has a computer/IT background which he has brought to the practice.  He has taking the lead on improving our computer technology, our computer capabilities and overall improve our security of data.

As a new family man and coming from a large family Mike understands the need for family planning that encompasses generations for the best estate and tax planning solutions.  With access to our large team of experts Mike has proven to his new clients and our existing clients he brings value to the planning process.

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As a former competitive hockey player and now ardent golfer, his competitive spirit can be seen in assisting clients and their families to succeed.  Mike continues to be part of and give back to the community by volunteering at charitable events.