Finding the underlying significance of clients’ wealth is important to McMillan and her team at McMillan Wealth Solutions at Richardson Wealth.
“When we dig deep in conversations with our clients, we often learn there is much more beneath the surface than what someone will initially share,” she says. “We don’t start with running numbers – instead we ask about the meaning of the money, and what a person wants to achieve with it. We believe the most joy is created when the whole person is taken into consideration.”
For almost three decades, they have used an intergenerational approach to wealth management, with steadfast client connections extending third and even fourth generations.
With the support of her team, McMillan is free to concentrate on what she does best: ask thoughtful questions, listen to her clients’ and their families’ needs, and develop thoughtful wealth plans.
“At the heart, our practice is about cultivating relationships with our clients, and understanding the meaning behind their money. From the head to the heart, it’s all about how money can change people’s lives.”
