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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, CFT-I, CSSC
Patrick Lillie
Investment Advisor
Darcy Lillie
Jane Thomas
Admin
Jennifer Cutmore
Admin
Dylan Kerney, CIM®
Portfolio Manager
Cesar Cossio, CFA®
Portfolio Manager
Ryan Moroney, MBA, CIM®
Portfolio Manager

Team values

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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.

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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

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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.

 

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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.

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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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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.