Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
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Meet the team
David Lillie
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David Lillie
Patrick Lillie
Investment Advisor
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Patrick Lillie
Investment Advisor
With over 25 years of experience in the financial services industry, Patrick is dedicated to helping individuals, families, and business owners achieve their financial goals with confidence. Since 1987, he has built strong, long-term client relationships by providing personalized financial strategies rooted in trust, clear communication, and a client-first approach.
Patrick’s qualifications highlight his commitment to professional growth and excellence. He holds a diploma in Mechanical Engineering Technology and Drafting from Sault College of Applied Arts and Technology, along with Mutual Fund and Life & Disability Insurance Licenses. He has earned certifications as a Maxwell Leadership Certified Professional, Ethical Influence Practitioner, and Cialdini Certified Professional, and completed the Registered Settlement Planner program. Patrick is also pursuing the Certified Financial Transitionist (CeFT) designation to further enhance his expertise.
Darcy Lillie
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Darcy Lillie
With over a decade of experience in the financial services industry, Darcy specializes in corporate communications, wealth management, and financial planning. Beginning his career in public relations in London, England, he developed a strong foundation in communication and client engagement before transitioning to the financial sector. Today, he focuses on empowering first-time investors, working alongside his clients as a trusted peer and advisor.
Darcy’s academic achievements reflect his diverse expertise. He earned a Bachelor of Arts in Geography from Algoma University in 2013 and a Master of Arts in International Communications and Development from City University, University of London, in 2015. He further expanded his qualifications by obtaining a Mutual Funds License (MFDA) through the Canadian Securities Institute in 2019.
Since joining the financial services industry, Darcy has held progressive roles that blend his communication skills with his financial expertise. These include Media Relations Consultant at The Phoenix Group in London, UK, and Financial Advisor positions with Lillie Financial and Investment Planning Counsel, where he honed his ability to guide clients toward financial success.
Outside of work, Darcy enjoys exploring new recipes in the kitchen and volunteering at local community events. His dedication to fostering meaningful relationships extends beyond his professional life, reflecting his belief in the importance of building trust and connection in all aspects of life.
Darcy is passionate about helping clients achieve their financial goals through clear guidance, consistent support, and strategies tailored to their unique needs. By prioritizing collaboration and communication, he aims to create financial plans that inspire confidence and success.
Jane Thomas
Admin
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Jane Thomas
Admin
Jennifer Cutmore
Admin
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Jennifer Cutmore
Admin
Dylan Kerney, CIM®
Supervising Portfolio Manager
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Dylan Kerney, CIM®
Supervising Portfolio Manager
Cesar Cossio, CFA®
Portfolio Manager
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Cesar Cossio, CFA®
Portfolio Manager
Ryan Moroney, MBA, CIM®
Portfolio Manager
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Ryan Moroney, MBA, CIM®
Portfolio Manager
Team values
Integrity
At Lillie Financial, integrity is the cornerstone of everything we do. We believe in acting with honesty, fairness, and accountability to build meaningful, long-lasting relationships with our clients. Every recommendation, decision, and strategy is guided by a commitment to doing what is right for you and your financial goals. With our team, you can trust that your best interests are always our top priority, and we work tirelessly to ensure that trust is honoured every step of the way.
Transparency
Transparency is fundamental to the way we work. At Lillie Financial, we ensure that every client fully understands the strategies we recommend and the reasons behind them. We strive to demystify the financial world by offering clear, straightforward advice that aligns with your goals. Acting as your educational resource, we simplify complex concepts so you can make informed decisions with confidence. This open and collaborative approach creates a strong foundation of trust and empowers you to focus on achieving your aspirations.
Client-First Approach
Your needs and goals drive everything we do. At Lillie Financial, we take the time to understand your unique circumstances, ensuring that every strategy is tailored to your priorities. We are proactive in identifying opportunities and addressing challenges to help you achieve both short- and long-term financial objectives. Our client-first approach reflects a commitment to delivering personalised advice and unwavering support. By putting you at the centre of our work, we aim to provide peace of mind and long-term financial security.
Supporting our community
The Lillie Financial Team is proud to support Grocer 4 Good, an organization dedicated to creating sustainable employment opportunities while improving access to essential grocery services for individuals in need. This initiative not only addresses food security challenges but also empowers people facing barriers to employment by providing meaningful work experiences. The Lillie Financial Team values the role Grocer 4 Good plays in fostering a stronger, more inclusive community and is committed to helping advance its mission of creating lasting, positive change for those it serves.
The Lillie Financial Team is a proud supporter of Café 4 Good, a social enterprise committed to empowering individuals through training and employment opportunities in the hospitality industry. Café 4 Good provides a supportive environment for individuals to build skills, gain confidence, and overcome challenges to sustainable employment. The Lillie Financial Team shares the organization’s vision of fostering inclusion and helping people reach their full potential. Through this partnership, the team is dedicated to contributing to a brighter, more equitable future for the entire community.
The Lillie Financial Team is honoured to support the OFRA Foundation, an organization dedicated to enhancing the quality of life for seniors through high-quality care and housing services. The foundation plays a vital role in providing a supportive and compassionate environment for older adults, ensuring they can live with dignity and comfort. The Lillie Financial Team is proud to contribute to OFRA’s mission of addressing the unique needs of seniors in the community while promoting respect, wellness, and a sense of belonging. This partnership reflects the team’s deep commitment to improving lives and fostering a caring community.
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