Clients of Millar Private Wealth can expect objective and effective investment management advice from professionals with a broad range of expertise and an unwavering commitment to outstanding client service. Your wealth is managed according to your stated objectives taking into account your needs and values - an investment philosophy that balances investment goals with potential returns, risk factors and tax considerations and resulting in a well-integrated wealth plan.
Millar Private Wealth has the ability to access investment managers and opportunities that are typically only available to Institutions or clients with the considerable capital necessary to meet the minimum investment threshold required per manager. We source managers by monitoring the full investment manager universe across the country through access to institutional databases. We perform due diligence on these selected organizations to identify sound investment philosophies and processes so that our clients can be confident that the firms they invest with “say what they do and do what they say.” Our in depth knowledge enables our clients to engage the managers for only what they do best. This approach of using complementary multi-manager structures that seek to maximize “risk adjusted returns” positions us to provide the advice and strategies most appropriate to achieving client goals.
As an independent Portfolio Management firm our interests are aligned solely with the needs of our clients. By integrating our estate and succession planning service with our investment advisory service, we manage in order to preserve and build client wealth so that it is sustained for future generations.
Information About Investment Advisory & Management Services
Investment Advisory and Management Services are offered through Millar Private Wealth Management Inc. (“Millar Private Wealth”). Millar Private Wealth is registered with the Securities Commissions of Ontario, Alberta, British Columbia and Nova Scotia as a Portfolio Manager (PM) and an Exempt Market Dealer (EMD).
Any information contained herein with respect to investment advisory or management services is intended for general information only and does not constitute a solicitation for advisory services and is only directed to persons resident in the provinces of registration.
All client assets are in the client’s name and are held by a third-party custodian. As a Millar Private Wealth client, you enjoy security and peace of mind as you always maintain direct ownership of your assets, and all investments are made in accordance with your Investment Policy Statement.