In the news



Top Women Wealth Advisors

May 5, 2023 – The Globe and Mail

Kathy McMillan is recognized as one of Canada’s Top Women Wealth Advisors, an annual list of female advisors from across the country who manage exceptional businesses and are raising the bar for the industry.


Alberta’s Top Wealth Advisors

November 9, 2023 – The Globe and Mail

Kathy McMillan and team are recognized as one of Alberta’s Top Wealth Advisors by The Globe and Mail and SHOOK Research. 


5-Star Leading Women in Wealth

November 2021 – Wealth Professional

Kathy McMillan was recently named one of the 5-Star Leading Women in Wealth by Wealth Professional and she explains the key qualities women advisors can offer the industry.


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How financial advisors dealt with the SVB collapse

March 17, 2023 – Investment Executive

Kathy McMillan is featured in an article by Investment Executive where she gives her thoughts on the current market situation and how it compares to 2008.

The Equations: Healthy plus Wealthy minus Wise