Kathy McMillan over 30 years of experience in personal financial management and is a
Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Chartered
Financial Divorce Specialist (FDS), Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is a Certified Financial Transitionist (CeFT®).
Always interested in increasing her knowledge and expertise, Kathy has successfully
completed her Chartered Investment Manager (CIM®) designation with the Canadian Securities Institute which will allow her to serve her clients even better.
Kathy’s passion for wealth planning is only surpassed by the talent of her team who take a collaborative approach with their clients. The team engages their varied and expert
resources along with those of Richardson Wealth, an independent family wealth management firm. Kathy and her team believe in strong relationships with all clients and understand that every client has unique needs and goals. Through a holistic approach, they develop a balanced investment portfolio tailored to each client, ensuring they help them to achieve their goals and objectives.
Growing up, Kathy had the opportunity to see and live in many regions of Canada, from
Vancouver to St. John’s. She settled in Ottawa in 1989 where she subsequently built a
successful financial planning practice. In 2001 she was extremely happy and excited to
return to her home province, where she enjoys all that Calgary, and the mountains have to offer. While clients always come first, on weekends, Kathy takes advantage of the many outdoor activities in the wonderful playground of Panorama, and she also manages to return to visit Ontario cottage country in summer and squeeze in the occasional travel week