When working with a financial advisor, a strong personal relationship is key. Having someone you trust working with you, who understands your situation, your dreams and goals is very important. It gives you the confidence you will achieve them. For the past seven years I have been helping my clients do that at my branch here in Lindsay.
I have been helping people reach their goals for my whole work life. I changed careers in 2015, to come work at Edward Jones, prior to that I had worked my way up in disability service to senior management. It was in disability services that I learned the value of personalized plans. Everyone is unique and has their own hopes and dreams, by articulating those hopes and dreams, and adding actionable steps and timelines is how we create goals. By defining our goals, we infinitely increase our ability to achieve them. By personalizing them we become invested in them, and take ownership.
When you enter my office you will be met by Kim Lillico, the Branch Office Administrator and my partner in providing you with excellent service. If you phone into my office, Kim will be there to answer.
I live on an acreage, which allows me to participate in many hobbies and interests, including an active maple sugar bush, skiing, boating, dirt biking (trail riding) and backcountry camping. My interests are family oriented, and I enjoy doing them with my wife, and boys who are 23 and 19. We also have two large goldendoodles, and one small doodle that add great joy to our lives.
I believe it is important to have strong communities and that requires community service, I am an active member or Rotary, and sit on the board of directors for the United Way of Kawartha Lakes and Haliburton.
Focus areas
- Business Owner Considerations
- Wealth Strategies
- Socially Conscious Investing
- Special Needs Financial Considerations
- Education Savings Strategies
- Retirement Savings Strategies
Focus Areas
- Business Owner Considerations
- Wealth Strategies
- Socially Conscious Investing
- Special Needs Financial Considerations
- Education Savings Strategies
- Retirement Savings Strategies
My Personal Interests
- Canoeing
- Curling
- Motorcycles
- Pets
- Skiing
Personal Interests
- Canoeing
- Curling
- Motorcycles
- Pets
- Skiing
Office Information
Phone Number
Aaron J Hill at (705) 328-1000Branch Team
- Kim Lillico
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Kim Lillico
- Branch Office Administrator
Branch Team
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