Lillie Wealth Management

Patrick Lillie, since 1995, has been helping individuals, families and business owners achieve their financial vision. As a Financial Advisor, Patrick prefers a personal and holistic approach while working with his clients to determine their financial goals, and he commits himself to maintaining long-term relationships in order to help each and every client achieve their financial vision. Prior to joining the financial planning industry, Patrick worked both as a mortgage specialist and as an advertising specialist. Professionally, Patrick is a member of the Society of Settlement Planners and of the Financial Transitionist Institute. He is also a Cialdini Certified Professional and a certified Maxwell Leadership Team Member. Patrick is a single father of two girls, Kate and Grace, and being very active in their lives has been one the most rewarding experiences of his life. He is proud of the close relationship he and his daughters have built and maintained throughout the years. Patrick is a sports enthusiast and has had the privilege to coach at high levels, including both AAA U18 boys’ hockey and university men’s soccer. He is also Past Master of Hatherly Lodge of the Ancient and Free Accepted Masons of the Grand Lodge of Canada in the Province of Ontario. Patrick is a co-author of two books, Financial Success for Pre-Retirees and Financial Success for Retirees.

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