Your team 

Kathy McMillan has over 32 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Chartered Financial Divorce Specialist (FDS), and Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida, allowing her to develop unique skills to assist individuals undergoing personal and financial transition. She is also a Certified Financial Transitionist (CeFT®).

Kathy’s passion for wealth planning is only surpassed by the talent of her team who take a collaborative approach with their clients. The team engages their varied and expert resources, along with those of Richardson Wealth. Kathy and her team believe in strong relationships with all clients and understand that every client has unique needs and goals. Through a holistic approach, they develop a balanced investment portfolio tailored to each client, helping them achieve their goals and objectives.

Growing up, Kathy had the opportunity to see and live in many regions of Canada, from Vancouver, BC, to St. John’s, NL. She settled in Ottawa in 1989 where she subsequently built a successful financial planning practice. In 2001, she was excited to return to her home province, where she enjoys all that Calgary and the mountains have to offer.

While clients always come first, on weekends Kathy takes advantage of the many outdoor activities in the wonderful playground of Panorama, golfing (poorly, but she’s improving), skiing, and cycling. She loves to travel and take on new adventures, from active river cruises to cycling France & Italy.

With over 20 years of experience, Mona brings a wealth of knowledge to the team. She is a Certified Financial Planner (CFP^®), Certified Financial Divorce Specialist (CFDS) and is also a Life Insurance licensed advisor. Along with Kathy, Mona has completed a Certified Financial Transitionist course which provides specialized training to work with individuals undergoing personal and financial transition.

As a member of the Financial Planning Standards Council and the Canadian Institute of Financial Planners, Mona has solid experience in tax and financial planning, portfolio analysis, and a strong administrative background. Her favourite part of the team’s practice is the time she gets to spend working directly with clients. Helping clients with questions, solving problems and achieving their goals is what she finds most rewarding.  

Born in B.C., Mona spent her teenage years in Saskatoon, SK and married her high school sweetheart. She moved to Calgary for five years before going overseas with her husband for eight years, which were spent mostly in Asia. Her interest in tax and financial planning for expatriates is what first brought her to the financial planning industry. Away from work, Mona is an avid golfer and very involved with her community. She loves to read and travel, preferably to great golf locations with her husbandThey have one grown son, Sean (Dawn) and a grandson who lights up their life

With over 23 years of dedicated experience in the wealth management industry, Elese is a seasoned wealth advisor at McMillan Wealth Solutions. Her career is defined by a commitment to building enduring client relationships and providing comprehensive, holistic wealth planning services.

Elese's expertise lies in navigating clients through the complexities of financial markets, particularly during challenging economic conditions. Her approach is characterized by a deep understanding of each client's unique circumstances, allowing her to tailor strategies that align with their long-term goals and aspirations.

At McMillan Wealth Solutions, Elese plays a pivotal role in crafting personalized wealth management solutions that encompass investment management, retirement planning, estate planning, and risk management. Her proactive guidance and strategic insights empower clients to make informed decisions, supporting them towards financial well-being and security.

Beyond her professional achievements, Elese believes that integrity, empathy, and dedication are keys to client success. She is committed to upholding the highest standards of service excellence, helping individuals and families achieve financial peace of mind.

When she's not immersed in wealth management, Elese loves spending time with her partner, her 2 children, and pup. Her passion for empowering others extends beyond the realm of finance, embodying a holistic approach to life and well-being.

Peter has been in the investment industry since 2015 and most recently as an Investment Advisor with Richardson Wealth in our National Partnership Office. Peter was invited to join our team due to his passion for investment planning and his ability to partner with clients to ensure their financial interests were met.

Peter graduated from Acadia University with a Bachelor of Business Administration, Finance, and a focus in Economics. While in university he was presented with the opportunity to work and travel in Beijing, Halifax, and Vancouver. His work gave him unique insights into the foreign exchange market, hedge-fund administration, and asset management distribution.

Continuing education is essential to Peter and he is currently enrolled in the CFA program, which is considered one of the highest distinctions in the investment management profession. Peter has completed CFA Level 1 and Level 2. He also holds his designation as a Chartered Investment Manager (CIM®).

Peter is a born and raised Calgarian, and when not in the office, you will find him in the mountains where he enjoys skiing or out on the golf course. Peter is an avid traveller and enjoys exploring new countries to experience and fully appreciate different cultures. He hopes to explore South America next.

Zak has over 10 years of experience in the financial services industry and is a Chartered Professional Accountant (CA, CPA), Certified Financial Planner (CFP^®), and Chartered Life Underwriter (CLU^®). Zak lends his expertise to building comprehensive financial plans, with a focus on tax integration and creating other planning efficiencies. His passion is helping individuals and families better understand and manage their finances to enhance fulfillment in their lives both now and in the future.  

Zak is a strong advocate for the continued betterment of the financial planning profession. He is a member of CPA Canada, FP Canada, and a founding member of the Financial Planning Association of Canada. He volunteers his time with the CPA Financial Literacy Program, Mount Royal University Mentorship Program, and several committees for the Financial Planning Association of Canada.  

A born and raised Calgarian, Zak along with his wife Jil, and two young sons Easton and Hunter, spend their summers camping and exploring the great outdoors, and winters skating, skiing, and tobogganing.  Zak has a competitive hockey background, and in addition to playing hockey, enjoys fishing, hiking, rock-climbing, and playing board games and cards with family and friends.

Angela brings a wide scope of knowledge to Richardson Wealth, with over 15 years in the financial services industry as a Certified Financial Planner (CFP®). She holds a wealth of experience from working with two national banks, including the development of mutual funds for international investors and the implementation of online, interactive wealth planning solutions. Angela is committed to the growth of the financial planning community and is a member of FP Canada™, The Institute of Advanced Financial Planners™, and The Financial Planning Association of Canada™.

What attracted Angela to the McMillan Wealth Solutions team is the depth and extent of their expertise in serving multi-generational needs.  She values the close collaboration the team has with the client to generate an all-encompassing financial strategy. Angela is dedicated to her clients’ financial planning needs and ensuring their resources work for them effectively. She appreciates that the team balances the numbers with every unique personality of the clients and their families in mind. 

Angela has lived across Canada and the U.S. and has also travelled throughout Asia and South America.  She enjoys spending time with her family and finding adventures in the mountains all year round. 

Karla came to us in November 2016 after graduating from the University of Calgary with a Bachelor of Commerce in Financial Planning. She has worked in the finance industry since 2012 helping clients and developing her skills and specific interests in the industry. The all-inclusive planning approach that the McMillan team takes with their clients is what drew Karla to the team. Day to day, Karla assists the team and clients with administrative support and continues to further her education in an ever-evolving industry. 

Karla grew up in Alberta and loves Calgary’s proximity to the mountains where she enjoys all outdoor winter and summer activities the mountains have to offer. Karla and her husband Nick along with their son, Hendrik spend their time hiking, kayaking, camping, gardening, and bringing their Golden Retriever along for all the fun!

Summer started her career as a middle school teacher teaching English as a Foreign Language in South Korea. She loved interacting with students, designing lesson plans that were interesting, practical and easy to understand, and seeing the difference she made in their learning. But she always had the desire to work in the financial services sector, being on the front line of new trends and changes in the business world. After she moved to Calgary with her family and tapped into the insurance industry as a broker, she finally found her place in the wealth management industry in 2018. To her, figuring out clients’ needs, developing tailor-made plans, and helping clients to achieve their goals through seamless on-going communications were all along the same line with educating young minds. She joined the team in September 2020 as an associate providing administrative support and is looking forward to developing her skills further in the areas of investment management and holistic financial planning.

She has a bachelor’s degree in English Language Education and a master’s degree in International Commerce. She took numerous courses in order to provide investment advice and recently received a Certificate of Advanced Financial Advice. She continues working actively to achieve a Certified Financial Planner designation.

Summer enjoys writing, singing, and spending time with her husband and their two boys. They hike, run and play squash together. They enjoy road trips and in 2019 they drove all the way down to San Diego and back. They also have two cats named “Pepper” and “Twiggy.”

Jenn is thrilled to be back at Richardson Wealth! She brings a wealth of experience as she's been working in the investment industry for 20 years.

Prior to joining Richardson Wealth, Jenn worked as a Licensed Associate at one of Canada's top banks. Fifteen years of her experience comes from being in the role as a Portfolio Administrator in a private investment firm. Jenn has worked servicing both retail and institutional clientele alike. She knows the investment industry processes in great depth and will help ensure precision and accuracy and loves the work she does.

Jenn enjoys travelling and her vacation time is typically spent between visiting lovely Vancouver Island where her family resides, or in remote Newfoundland where her in-laws are located on the small island of Ramea. She typically tends to resonate towards any place that takes her near the ocean. In her free time, she spends her evenings and weekends with her beloved husband and their animals. Together they have 4 dogs and 2 cats and even some fish. She can also be found tucked away with a good book or deep in the depts of her imagination because she is an avid reader and enjoys the thrill of the written word. Jenn is an award-winning author of fiction for children and teens.

Thomas graduated with a Bachelor of Business Administration, specialization in Finance from Trinity Western University. His first introduction to working in the wealth management industry was in Calgary, interning at Richardson Wealth in 2019 & 2020 as a Private Equity Summer Analyst. In 2020, he was offered a fulltime position as an Associate with a well-established Wealth Management practice in Vancouver. Thomas believes strongly in the continuance of further education and is currently pursuing his CFP designation and has completed his CIM®- Chartered Investment Manager.

While in college, Thomas was a student-athlete and played for the varsity men’s basketball team. He believes the lessons and discipline learned playing on a high-level team, directly carry over into the values he holds in his professional career today.

Outside of the office, Thomas enjoys spending his time with friends and family, getting out to the mountains skiing, as well as playing golf in the summer. An important part of Thomas’ life is giving back and volunteering. As a result, Thomas currently sits on the board of Camp Chamisall, which is an organization that works with youth in the Calgary area.

Mikaila is new to the wealth management industry but brings over five years of professional experience in administrative roles and retail services. She is excited and motivated to start a new chapter with the McMillan team.

Outside of work, Mikaila enjoys spending quality time with her family, and loves getting to know new people.

William (Bill) Green has been in the financial and estate planning business for over 30 years. He is a Certified Financial Planner (CFP^®), as well Bill also holds his Chartered Investment Manager (CIM^®) designation and is one of only a handful of Canadians who is a member of the Nazrudin Project, an international advisory think-tank of financial planners, psychologists, and other professionals dealing with the emotional and psychological aspects of money and money management.  

Since he started in the financial services industry, Bill has worked for both small and large independent firms and with a large Canadian bank brokerage and their retail banking division. Bill is also the author of “The Success Tax Shuffle: an “easy to understand book”, on the often-misunderstood subject of estate planning and the final tax grab.

After several years of contracting with McMillan Wealth Solutions, Bill joined our team as a full-time member in the spring of 2018. He writes financial plans, retirement projections and is our team’s insurance solution specialist. He enjoys many outdoor activities including canoeing, kayaking, fishing, hiking, cross-country and downhill skiing.