Our Clients

"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


Read Testimonials

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 adjust for career and lifestyle changes, retirement, the birth of children and grandchildren, and other major life events.

Learn More

For your life

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

Learn More

For your business

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

Learn More