Frequently Asked Questions
Q. What are your areas of specialization?
Q. Who is your typical client?
Q. How much money do I need to get started?
Q. What type of insurance is right for me?
Q. What is Estate Planning?
Q. Will my information remain confidential?
Q. What is a CFP professional?
Q. Where is Millar Financial located?
Q. What are your areas of specialization?
A. We specialize in helping our clients achieve their financial goals. Specifically, we provide guidance and options in the areas of financial planning, wealth management and insurance planning & risk management for both individuals and business owners. If you are unsure of your needs, please contact us for a one-on-one consultation.
Q. Who is your typical client?
A.To us, there is no typical client. Each individual or company has a unique vision of the present and the future, and requires personalized planning.
Our clients include hard working individuals at all stages of life…young families, those thinking about retirement, and retirees.
We also have broad experience dealing with small and medium-sized businesses and business owners…helping them create or improve their employee benefit plans, group savings plans, and business insurance planning.
Q. How much money do I need to get started?
A. There is no minimum amount needed to start. Contact us to set up a one-on-one consultation to discuss your goals and to determine how we can help you achieve them.
Q. What type of insurance is right for me?
A. There are many different types of insurance that correspond to the many different areas of your life. When choosing a policy, it is important to find one that meets your specific needs and your budget. By addressing specific concerns of today, it allows us to protect against future risks.
A. Estate planning is a process that ensures your personal assets are passed in an efficient manner to your chosen beneficiaries. This may include writing a will, enduring Powers of Attorney, and the possibility of setting up trusts. Both individuals and business owners can benefit from estate planning.
Q. Will my information remain confidential?
A. Absolutely. S.R. Millar Financial Ltd. takes confidentiality very seriously. We have comprehensive physical and digital security measures in place to protect the confidentiality of all clients.
Q. What is a CFP professional?
A. CFP stands for Certified Financial Planner, and the CFP credential ensures that S.R. Millar Financial Ltd. follows the professional standards and ethical practices set in Canada by the Financial Planners Standards Council.
