About Bob
This page is meant to provide you with a "snap shot" of who Bob Lilley is and what are his qualifications.
Qualifications:
- CLU - Chartered Life Underwriter
- ChFC - Chartered Financial Consultant
- CFP - Certified Financial Planner
Background:
In 1971 I entered the financial services industry as a branch manager trainee with a major canadian trust company. After a short stay there, I left to join a major canadian life insurance company where I spent 15 years as both a representative and sales manager. As the financial services industry changed I felt the need to expand my services beyond insurance and left the insurance company to set up my own my own financial planning office/practice, which I ran for 16 years prior to joining Dundee as a Financial Planner.
Personal:
I have been married for over 25 years to my wife Cathy. We have two children who are just about to enter college. My physical activities include golf, tennis and working out. Our family enjoys theater and fine dining. As a family we are very commited to and very active in our church.
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
