Millen Wealth Advisors

31/12/2025

The ways banks take advantage of client misunderstandings

23/12/2025

You can legally turn $80,000 into a much bigger down payment in Canada.

08/05/2024

If you own a business with a partner, check out our free webinar this evening.

We are hosting a live webinar tonight with lawyer Trevor Parry where we will discuss shareholder agreements.

These agreements are crucial to determining business valuations, buyouts on disability or death of a shareholder, how to structure them to avoid disputes etc.

Click to register:

Learn how to manage your wealth as a millennial at our events! Hear from experts in the financial planning industry & get connected with us today to plan ahead.

04/02/2024

If you are a business owner looking to save money on taxes... Don't miss out on this masterclass from nationally renowned tax lawyer Trevor Parry

https://us02web.zoom.us/webinar/register/2217070814862/WN_Fy9S_rr4R3eBWZ7ocbM5hw

You will learn strategies around...

- Individual Pension Plans
- Trust Structures
- Business succession
- Estate Planning
- Partnership agreements...

and more.

https://us02web.zoom.us/webinar/register/2217070814862/WN_Fy9S_rr4R3eBWZ7ocbM5hw

Feb 13 at 7pm EST

This webinar will be most helpful for business owners earning $500k in income or higher!

https://us02web.zoom.us/webinar/register/2217070814862/WN_Fy9S_rr4R3eBWZ7ocbM5hw

01/01/2024

Regina, SK. June 2016

My financial planning journey began when I joined a large mutual fund company.

I was young, competitive & ambitious and I quickly thrived. From day 1, I focused on an underserved generation.

Millennials.

By age 25 I had become the youngest CFP®️ in the company of over 3000 advisors..

But I quickly realized everything was about sales, targets, internal competition, dial for dollars.

For me, something was missing; the focus on clients, advice & planning.

Something needed to change

Regina SK. Sep 2020

At age 26, I went independent.

The focus: Help millennials achieve their financial goals.

Media followed, awards followed but something wasn’t right.

I realized Millennials needed more.

I heard the same story daily. “When I go to the bank I have a giant sales target on my back. Every interaction with an advisor I’m just being pitched products left and right.”

It gave me an idea

What if I could provide the services millennials need to build wealth

But keep the focus on advice

Creating a human advice shield between Millennials and the product pushers

Helping Millennials Un-Bank themselves!

But that would mean

Partnerships, experts, a team.

That brings us to now.

London, ON. Jan 2024

Introducing Millen Wealth Advisors

Advice, Planning, Tax, Mortgage Partnerships, Insurance, Investments, and…. A huge new partnership with a fintech company soon to be announced.

&

Pro-bono planning for households with

11/09/2023

Thanks to the Toronto Star for featuring my comments on the future of financial advice.

Some organizations want you to believe that the only way young Canadians can get service is by financial sales people selling them products that charge high commissions.

There is a better way, a subscription model can solve this issue, the problem is that it’s not profitable for banks or insurance companies so there will be a lot of pushback on it I’m sure.

Canadians are seeing through the red tape to understand exactly how much these institutions are charging them. Now they have options.

Personal Finance Want to invest but not sure where to start? A monthly subscription model for financial advice may be for you Subscribing monthly for financial advice, experts says, is one way for young investors without large portfolios to get in the game. Susan Kao / Toronto star photo illustratio...

28/07/2022

Sam was recently recognized as a 5 star advisor in Western Canada from Wealth Professional Magazine!

These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives