KATHY MCMILLAN

It takes time for wealth to grow into a legacy. It also takes nurturing. At McMillan Wealth Solutions, that's our role - nurturing your wealth, so together we can grow your legacy. We're here to guide you through all of life's milestones - as each new branch of your family tree forms. You change and evolve through the years while accumulating wealth, experiencing life, then into retirement; through the passing on of wealth and the values and beliefs to the next generation or perhaps the succession of the business you've worked so hard to build. We are experts in transition providing the professional guidance to navigate these changes... For nearly three decades, Kathy McMillan and the McMillan Wealth Solutions team has taken an intergenerational approach to wealth management. Our clients are affluent and established, entrepreneurial-minded, and driven. They are business owners, professionals and successful families. They are the children of our clients and the grandchildren, whom we..

Primary location: Calgary