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Wealth Management

Wealth Management

Lilley Financial Group provides wealth management strategies that give you peace of mind by eliminating the stress associated with managing your own capital. High net worth, affluent and institutional clients are provided with tailored solutions by our experienced team with a successful long-term track record and high ethical standards. 

We work together with our portfolio management professionals to design an investment strategy that will help meet your needs both today and into the future, taking into careful consideration your risk tolerance and making sure your money works effectively for you. For us, it’s important to review your portfolio on a regular basis to stay on top of evolving changes in your life and in the market. 

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© Copyright 2019 Lilley Financial Group. All Rights Reserved.

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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