Darren A. Lillies

Portfolio Manager

A portrait of Darren A. Lillies

Darren has excelled at providing progressive, interpretive wealth management leadership for 27 years. His independent investment advisory practice offers professional advice to entrepreneurs, closely held businesses, corporate executives and private client families.


Darren is a discretionary account portfolio manager. His client centric business is relationship based. He offers dependable collaboration and easy access to ensure that his clients understand the full capabilities of the independent investment platform and the opportunities therein. His client relationships foster a concise means to define unique wealth management objectives and appropriate investment strategies.


Darren maintains the following industry specific, professional designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI).


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