Preserve Your Estate
Leave A Lasting Legacy

Estate Planning – Life Insurance – Philanthropy

Free Estate Planning Toolkit
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Protect Your Family View details →

Get up to $5 million of Life Insurance

  • No Medical
  • No In Person Meeting
  • Only a 15 minute phone call
  • Fast Approval

Insurance solutions and estate planning services

For business owners, entrepreneurs, professionals and affluent families.

33 Years of experience
99% Client retention rate
4/5 New Clients are referrals
100% Peace of mind

Top 3 reasons to work with us

1
You value control

Our tailored plans put you in the driver’s seat — so your vision leads the legacy.

2
You’re short on time

We simplify complex decisions and work with your trusted team to save you hours.

3
You care about impact

We help turn taxes into meaningful contributions — for causes and people that matter.

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Mark delivered a "Ted Talk" at Moses Znaimer’s ideacity Conference in Toronto.

Watch "The New Philanthropy"

What is
The Lila Financial®

High taxation can erode your earnings and limit your financial growth. At The Lila Financial, we offer intelligent strategies that reduce tax exposure and help you preserve your assets for future generations.

We provide advanced estate and insurance planning solutions. Many of our clients are referred by financial professionals who trust our proven expertise.

Get the clarity your legacy deserves
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Lila Thompson CPA, MFP, RFP

Lila Thompson is a renowned financial architect, shaping smart financial futures with tailored estate and insurance strategies for modern families and entrepreneurs.

As founder of The Lila Financial, she oversees a national team dedicated to safeguarding wealth and building legacies through innovative planning and tax-smart solutions.

Her collaborative approach unites legal, accounting, and investment professionals in pursuit of seamless, lasting financial results for every client.

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Our clients seek guidance to achieve these important outcomes

Preserve long-term wealth through strategic planning and tailored solutions
Mitigate risk by protecting key people and valuable assets
Maximize charitable impact while maintaining family legacy goals
Integrate reliable income strategies for future generations
Unlock business value through tax-efficient transition plans
Gain confidence with organized, future-focused estate structures

Let us help preserve your wealth

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