Thoughtful wealth guidance with a personalized approach unique to your financial situation – We welcome you

At Milne Advisory Group, we recognize the intrinsic connection between your financial well-being and your overall well-being. Wealth touches every aspect of your life, it’s there in some shape or form within every decision you make. It can be complex and challenging. But the choices surrounding wealth are driven by simple ideas: What do you need to feel secure and empowered in your financial decisions?

And from our perspective: how can we play a meaningful role in helping you achieve that sense of empowerment?

For 25 years, we’ve advised individuals, families and business owners through these decisions. We’ve supported them as they celebrate life’s beautiful milestones like the growth of their family or the transition into retirement and we’ve advised them through the disorientation of the unexpected as they make sense of illness, loss and divorce. We’re drawn to professionals, women, and retirees and the unique needs they face as they navigate life and finances.

We look at things from a place of deep compassion and empathy. As a discretionary investment team, we want you to feel confident in our choices, and, to get there, we know you need to trust that we understand you – your wants, your needs, the things you’re proud of and those that make you feel insecure. It’s all interconnected, which is why we are holistic in our approach. Every part of your portfolio directly aligns with your goals and every decision we point you toward reflects the wider vision you have for your life.

Drawing from our expertise in capital markets, portfolio management and financial planning as well as tapping into Richardson Wealth’s in-house team of insurance, philanthropy, tax and estate planners, we help you build a plan not for the future, but for your future.

Life stages

Babies & raising children		Career & accumulation		Divorce		Retirement		Elder & aging parents		Legacy

At Milne Advisory Group, we’re here to nurture your sense of financial well-being and support you at every life stage. We’re here to empower you and your wealth.