Our Philosophy

The MacMillan Wealth Advisory Group is a team of experienced professionals who are dedicated to helping you achieve your personal and financial goals. We bring clarity to our clients’ financial life by ensuring they have a wealth management plan that addresses all aspects of their financial life including investing, banking, retirement planning, tax efficiency, insurance and estate planning.
Our Process
The MacMillan Wealth Advisory Group follows a wealth advisory process that allows us to thoroughly understand your goals, your dreams, your core values and your unique circumstances.
Our process begins with a discussion about what’s important to you and your family. We take the time to get to know you and truly understand all aspects of your personal and financial picture before making any recommendations. You will be educated on the solutions and strategies that are available to help you achieve your goals. We will develop a wealth management plan that respects your core values while addressing the unique needs and circumstances of you and your family. By understanding your options and ensuring that your investments and chosen strategies are reflective of your values about money, we provide clarity, comfort and peace of mind that you will be able to attain your goals and objectives.
Once your wealth management plan is in place, we will establish a schedule for ongoing meetings to monitor your progress towards your goals and to make any required modifications to your plan due to changes in your or your family’s life.
Our Clients
The MacMillan Wealth Advisory Group is able to assist a wide range of clients with their wealth management needs. From BMO banking clients who require a higher level of service to address their more complex needs, to retired clients who are looking for a tax efficient income stream to ensure they enjoy the life they have always imagined. We also deal with business owners as well as experienced investors who are looking for more specialized portfolio solutions.
The one thing all our clients have in common is that they are looking for a long-term relationship with a trusted professional who can offer comprehensive strategies that will help them reach their goals.
Our Commitment
With the hectic lives we lead today, it’s important to have one trusted advisor to help you address all the complexities of your financial affairs. You can depend on the MacMillan Wealth Advisory Group to assist you with your wealth management needs throughout the various stages of your life.
We take pride in simplifying the wealth planning process for our clients. By positioning ourselves at the centre of our clients’ financial needs, we help them build, protect and transfer their wealth to future generations.
We strive to deliver the highest level of client support to the families we service – our clients receive clear, frequent and consistent communications from us. You will always be well-informed and in a position to make wise decisions about your life and assets. And if you ever have any questions or concerns, the entire team is available to help you.
The MacMillan Wealth Advisory Group has the expertise, dedication and resources to deliver tailored solutions to address your unique needs and circumstances. We can help you realize your personal and financial goals and objectives.