Our Clients

"As a Human Resources Manager my purpose is to serve the needs of the company as well as the needs of our employees. S.R. Millar Financial has helped us accomplish both with their expertise in helping us develop our benefits package for our Canadian employees. There is great comfort in knowing you work with a company that you trust and depend on. I have that with S.R. Millar Financial."

- P.C., HR Manager Canton, MA USA


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What do you have planned?

We design customized financial solutions with a clear understanding of each client's needs and goals.

Circumstances and responsibilities change over time, and financial planning should too. We help our clients make adjustments for career and lifestyle changes, retirement, the birth of children and grandchildren, and other major life events.

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For your life

From investments and life Insurance, to long term care and estate planning, we provide advice for all stages of life.

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For your business

We specialize in employee benefit plans/group benefits, group pension & RRSP plans, as well as key-person, critical illness and life insurance for business.

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