KATHY McMILLAN

AED - MC

KATHY McMILLAN

AED - MC

Biography

Kathy 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

PRE-REGISTER NOW

21st ANNUAL IAFP SYMPOSIUM

September 20 – September 23, 2023

IN PERSON EVENT

Join us for the full event

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $200

Members: $845.00 plus tax
Non-Members:
$1,045.00 plus tax

REGULAR PRICE:

Members: $1,145.00 plus tax
Non-Members: $1,345.00 plus tax

VIRTUAL EVENT

To accommodate people not yet ready to travel, we will be live streaming our Symposium.

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $100

Members: $445.00 plus tax
Non-Members:
$545.00 plus tax

REGULAR PRICE:

Members: $545.00 plus tax
Non-Members: $645 plus tax