Since 1997 Craig Lilley has been a financial security advisor helping Canadians achieve their goals through relationships built on trust. He plays a central role in financial planning, advisory services, and estate strategies, always focusing on delivering clarity and security for clients.

Craig was an inaugural recipient of the FP Canada™ Fellow Distinction for his contributions to advancing the financial planning profession. He is a past president of the Financial Advisor’s Association of Canada’s Simcoe Muskoka chapter and served on the FP Canada exam writing committee for a decade. Craig is also a Life and Qualifying Member of the Million Dollar Round Table. In 2011 he represented Canada as the national flag bearer at the MDRT Annual Meeting in Atlanta.

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 enjoys travel and has visited many ports of call throughout North America and Europe. He is currently a board member of Empower Simcoe.