Our Clients

"Stephen Millar has been my financial mentor for almost a decade and will continue to be while I still draw breath. I'm a small investor, sometimes overwhelmed by the forms, regulations and tax implications that face all seniors. Stephen has always been there to help, offering easy-to-follow explanations and wise counsel whenever I need them. He's more than an honest advisor to me - he is a trusted friend I know I can count on."

- C.A., Ottawa, ON


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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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