Daniel MacMillan

Wealth Advisor

Address

BMO Nesbitt Burns
1600 Carling Ave.
Suite 700
Ottawa, ON
K1Z 1B4

BMO Nesbitt Burns
BMO Barrhaven
3775 A Strandherd Drive
Ottawa, ON
K2J 4B1

BMO Nesbitt Burns
BMO Cityview
1450 Merivale Road
Ottawa, ON
K2E 5P1

Contact Me

Meet Our Team


 
Dan MacMillan, CFP
Wealth Advisor
 
 
 
Dan has 28 years of experience in the financial services industry. He joined BMO Bank of Montreal in 1992 after completing his Bachelors Honours degree in Economics from Ottawa University. After earning his Certified Financial Planner (CFP) designation, he advanced within BMO Bank of Montreal to become a Financial Planner, then Private Wealth Consultant. In 2008 Dan moved to BMO Nesbitt Burns as an Investment Advisor and now is a Vice President. As well he has taken specialized training and has earned the prestigious Wealth Advisor designation. 
 
Dan establishes deep, personal relationships with his clients so that he thoroughly understands their needs and can provide strategic wealth management solutions




Chris Playford, CFP
Associate Investment Advisor

Chris has 14 years of experience in the financial services industry. He joined BMO Bank of Montreal in 2006 after completed his Bachelor Honours degree in Economics concentration in Finance with a Minor in Business. He has achieved his CERTIFIED FINANCIAL PLANNER® designation and has held the roles within BMO Bank of Montreal of Investment Solutions Representative and Financial Planner. Chris has advanced to BMO Nesbitt Burns within the BMO Wealth Management division as an Associate Investment Advisor in 2012.
 
Chris prides himself on establishing great relationships with his clients, he takes the time to truly listen to their needs and concerns which allows him to provide the most thorough advice so his clients have peace of mind that every aspect of their financial plan is being taken care of.
 
Chris spends his free time with his wife Rosalind a their 2 young children Edith 7 and Wesley 5.




Jennifer has worked with BMO Nesbitt Burns since 2005 and has worked with the MacMillan Wealth Advisory Group since 2009.
 
Jennifer recently earned the designation of Associate Investment Advisor but her main focus is dealing with the administrative side or our business.
 
Jennifer graduated from Carleton University with a Bachelor of Arts Honours in Law, with a concentration in Law Policy and Government. 

She lives in Carleton Place with her husband Lawrence and their new baby John-Grant.


For Karen, family is first.  It is a deeply held belief brought to life by the core purpose she shares with her team at BMO Nesbitt Burns:  We protect and care for our families and yours.
 
Karen has more than 30 years of experience in the financial services and insurance industry.  Her work is especially key toward delivering exceptional client experiences in the areas of sales and support to all Advisors and clients.  Her primary focus is on Personal Estate, Corporate Estate, Insurance, & Tax Planning. Karen is the embodiment of her  team’s key differentiator, one that ensures every advisor and client are given the full attention they deserve:  We lead by making every case the most important one we have!