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 financial planning office/practice, which I ran for 16 years prior to joining DundeeWealth as a Certified Financial Planner.
Personal:
I have been married for over 32 years to my wife Cathy. We have two children, one in university the other in the work force. 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. |
