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

"Stephen has been invaluable in assisting us with our insurance needs as both self-employed small business owners and the parents of two young children. He is easily reachable, and has demonstrated a knowledge of his products that instills the utmost confidence on the part of his clients."

- S.I., Kanata, ON

"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

"Pour Stephen – Un simple mot…mais le plus beau de la langue francaise: Merci."

Thanks to the excellent guidance of S.R. Millar Financial Ltd., I am now able to relax, enjoy my retirement, and watch as my nest egg keeps on growing."

- P.C., Ottawa, ON

"My wife and I have been doing business with Stephen since 1999 . He takes the time to determine the goals of his clients and is very patient with those who lack knowledge of investing. We have been extremely pleased with his advice and guidance, and will continue to use his services in the future."

- R.C. & L.C., Ottawa, ON

Stephen has been advising me on my financial affairs for over 10 years. He has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair, and even in the current challenging conditions Stephen has continued to be driven by a desire to serve my best interests. I think of Stephen as much as a friend and a Financial Advisor who I can turn to for any number of matters, and be confident of his understanding. I fully expect Stephen to figure in my personal financial needs for many years to come.

- C.B, Ottawa, ON

"In today's volatile investment climate, Stephen Millar has been an excellent source of advice and investment knowledge, to help me plan my retirement. I know I can trust Stephen to give me the best possible advice to plan my investment strategy and manage my investments."

- D.H., Ottawa, ON

“S.R. Millar Financial demonstrated professionalism, promptness and resourcefulness when offering me options for disability insurance. I would highly recommend S.R. Millar Financial to anyone seeking disability insurance.”

- O.B., Stittsville, ON

"Stephen has been managing my portfolio for the last 5 years and his professionalism, passion and attention to my needs has allowed me to have full confidence in his abilities to help me manage my financial future."

- J.L., Ottawa, ON

"S.R. Millar Financial simplifies saving for the future. Not everyone has the time to commit to deciding when, where and how to invest. The courteous staff, flexibility and knowledge make investing easy."

- C.H., Ottawa, ON