Company description
With experience in helping individuals, families and business owners achieve their financial goals since 1995, local Saultite, Patrick Lillie has transferred his financial planning and investment knowledge over from Investors Group to Investment Planning Counsel, Lillie Financial. Patrick takes a personal approach in helping his clients plan, set and achieve their financial dreams. Prior to his transfer from Investors Group to Investment Planning Counsel, Patrick worked in two fields—both as a mortgage specialist and advertising specialist. With his 20 years of financial experience, Patrick goes beyond financial planning, focusing on creating freedom and financial independence.
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- Keywords
- ,,,,,Investments,Financial Planning,Finance,Mortgages,Retirement,Home Ownership,Tax Refunds,Investment Portfolio,Disability,Critical Illness
