Lance Shilliday, CFP, CLU, CH.F.C.
After a successful career as an Advisor for 29 years, I joined the team in 2020 as an Associate Advisor. I have held the CERTIFIED FINANCIAL PLANNER® designation for over 20 years. I have experience working with executives and business owners developing and implementing retirement income and estate succession strategies.
Outside of the office, I can be found at various whisky events. I am a volunteer committee member of Slainte Mhath (Gaelic for “Good Health”) the Scotch, and other whisky societies at the Calgary Petroleum Club.