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Meet our Team

At Milne Advisory Group, we build a personal relationship with every client. Your needs are unique and we want you to feel seen and understood. It’s a hands-on approach, but one that each member of the team values. We want your interactions to be consistent – whether you’re leveraging our skills or drawing support from Richardson Wealth’s in-house team of tax and estate planning experts.

Below, you can learn a little bit more about who we are.

Kelly Milne

Kelly Milne, CIM®, PFP®, B.Comm

Portfolio Manager, Investment Advisor

As a discretionary portfolio manager and investment advisor, Kelly combines experience and empathy in every client interaction. She is a dedicated wealth professional known for her strong work ethic and goal-driven approach. Kelly prioritizes comprehensive financial planning, conducting annual reviews to ensure clients’ wealth plans stay aligned with their long-term objectives. From the beginning, she has been passionate about educating her clients and taking the time to understand what drives them, what concerns them, and what makes them happy. For the clients she has served over the past 25 years, Kelly is more than just an advisor—she is a trusted part of their family's journey, providing guidance through life’s milestones and support during the unexpected.

In addition to her B.Comm, Kelly is a Chartered Investment Manager (CIM®), has her Professional Financial Planner (PFP®) designation and is committed to continuous education going forward. Joining Richardson Wealth in 2012, Kelly was attracted by the firm’s independence and freedom to make unbiased investment decisions that are in the best interest of her clients.

Kelly volunteers her time at a local animal shelter fostering kittens and cats that are not yet ready for adoption. Kelly and her husband Trevor live an active lifestyle - whether it’s an intense CrossFit workout or enjoying the benefits of hot and cold therapy for recovery and overall well-being. Kelly also embraces travel with a spirit of adventure, seeking out new experiences and finding the joy of discovery in different countries and cultures. She loves spending time with her adult children Will and Ryan, bonding over their shared passion for fitness, sports and current events.

Favourite podcast: The Diary of a CEO
Favourite sports team: San Fransisco 49ers
Favourite adventure: Touring Iceland

Sasha Peloso

Sasha Peloso, B.B.A.

Associate

As an associate, Sasha works closely alongside Kelly and Samir. She plays a vital role in the client experience, managing key administrative tasks such as opening accounts, updating documentation, handling account transfers, and facilitating deposits and withdrawals to name a few. Sasha ensures these essential processes run smoothly, providing clients with seamless and efficient support. Sasha also aids in preparing client reviews or more relationship-based tasks like finding the perfect gift to celebrate a special birthday to go above and beyond for clients.

Sasha joined Kelly in early 2021 after graduating from Trent University with a Bachelor of Business Administration. Sasha is licensed as an investment representative and is currently working on completing her Qualified Associate Financial Planner (QAFP) certificate. She is excited about how this will help enhance her abilities and contributions to client services and experience.

Sasha loves spending time with family and friends – whether outside, playing ringette, or getting lost in great conversations around the dinner table. She is looking forward to travelling more and experiencing as many cultures as possible.

Favourite cuisine: Thai
Favourite sport: Ringette
Favourite achievement: Completing her first Spartan race 

Samir Bahtovic

Samir Bahtovic, PFP®

Associate Investment Advisor

Samir Bahtovic has been a dedicated professional in the financial services industry since 2002, shortly after moving to Canada from the United States where he studied Business Finance at Northeastern State University in Oklahoma. He has been a Personal Financial Planner (PFP) since 2015 and is currently advancing his expertise by pursuing the Chartered Investment Manager (CIM) designation.

Over the course of two decades, Samir honed his skills at two major Canadian banks, assisting clients with a wide range of financial needs, including investment strategies, retirement planning, education savings, estate planning, cash flow optimization, and debt management.

Samir is passionate about helping clients identify their financial priorities and ensuring they are well-positioned to achieve their goals. He takes pride in developing and executing personalized, goal-oriented plans tailored to each client’s unique circumstances and aspirations.

Outside of work, Samir enjoys spending quality time with his wife and two daughters. A lifelong animal lover, he has a special fondness for dogs. Samir is also deeply passionate about basketball, having played competitively for ten years across the United States and Europe before making Canada his home.

Favorite Book: Sidarta by Hermann Hesse
Favorite Cuisine: Mediterranean 
Favorite Sports Team: Denver Nuggets

Extended Team

Karen Sill

Karen Sill, CFP®, FMA

Senior Financial Planner

Karen Sill is an experienced financial planner based in Toronto. Karen collaborates with the tax & estate team to support investment advisors in Toronto and Ottawa, delivering personalized, goal-oriented financial planning to valued clients of Richardson Wealth.

With 25 years of experience in financial services, Karen enjoys building meaningful relationships, being instrumental in shaping clients' financial lives, and providing them with peace of mind regarding their financial future. Karen has enjoyed working with clients who have specialized needs and goals, including physicians and lawyers, throughout their various careers and life stages.

Karen is a Chartered Financial Planner (CFP), a Financial Management Advisor (FMA) and holds a life insurance license. She has completed both the Canadian Securities Course and Wealth Management Essentials with the Canadian Securities Institute.

Beyond the firm, Karen enjoys entertaining family and friends in the city or at her summer getaway north of Toronto. She stays active by playing hockey and dodgeball, or in the pool at the occasional aquafit class. She has a newfound desire to travel and is creating a list of destinations to explore.

Conor Pang

Conor Pang, B.M.O.S., CLU®, QAFP

Estate & Insurance Advisor

Dedicated to helping clients navigate the complexities of financial planning, Conor reviews financial plans to offer guidance on risk management and asset transfer strategies. With a focus on tax efficiency and wealth protection, Conor partners with investment advisors to ensure their clients receive sound advice that stands the test of time.

What inspires Conor is the opportunity to help people simplify complex situations into clear, actionable steps that align with their goals. He enjoys learning what drives individuals, understanding their concerns, and helping them build a path to financial peace of mind. His favorite part of the job is the face-to-face interactions— the human connection that can feel rare these days.

Conor joined Richardson Wealth in 2023, bringing with him a wealth of experience from his previous role at BMO Private Wealth. Before that, he spent seven years as an Insurance Wholesaler at Manulife. A graduate of the University of Western Ontario, Conor holds a degree in Finance and Administration from the DAN Management program.

Outside of work, Conor cherishes time spent with his wife Alex, their son Owen, and their beagle named Gordie Howl.

Sean Hsu

Sean Hsu, CPA (U.S.), MTax, TEP

Vice President, Tax

Sean collaborates with advisory teams and their clients to develop wealth planning strategies and to deliver integrated solutions addressing their unique needs.

Sean is an accountant with experience in Canadian and U.S. tax planning for high-net-worth individuals, with a focus on integrated cross-border wealth, estate, and trust matters. Before joining Richardson Wealth, Sean was at a multi-national accounting firm practicing in the private client group.

Sean participates in the development of thought leadership content delivered by our Tax & Estate Planning team. He has appeared in The Globe and Mail and has authored and contributed to several articles for BorderCrossings, a Thomson Reuters publication with insightful commentary on crossborder issues faced by Canadians and U.S. citizens. He is also a facilitator in the Chartered Professional Accountants of Canada’s In-Depth Tax Program.

Sean is a U.S. Certified Public Accountant, a member of the Society of Trust and Estate Practitioners, and holds a Master of Taxation from the University of Waterloo.