Your team

McMillan Wealth Solutions is a truly intergenerational team. From Kathy McMillan’s near three decades experience guiding affluent families, professionals and business owners, straight through to the entrepreneurial drive of our newest team members, we turn our unique perspectives into your greatest wealth planning asset. We’re intergenerational and collaborative, liaising with your outside counsel while leveraging the support of Richardson Wealth’s team of in-house tax and estate planning professionals. And we do so with unparalleled excellence. Learn more about our expertise below:

Kathy McMillan CFP®, CFDS, CIM®, CeFT®, R.F.P.
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 403.355.6050
LinkedIn

Kathy has almost 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Certified Financial Divorce Specialist (CFDS) and Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is 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, an independent family wealth management firm. 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, ensuring they achieve their goals and objectives.

Growing up, Kathy had the opportunity to see and live in many regions of Canada, from Vancouver to St. John's. She settled in Ottawa in 1989 where she subsequently built a successful financial planning practice. In 2001 she was extremely happy and 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, and she also manages to return to visit Ontario cottage country in summer and squeeze in the occasional travel week.

Mona Schoenfeld CFP®, CFDS
Associate Investment Advisor
Tel: 403.355.6051

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 husband.  They have one grown son, Sean (Dawn) and a grandson who lights up their life.

Keith Button CFP®
Associate Investment Advisor
Tel: 403.355.6052

Keith is a Certified Financial Planner (CFP®) with over 23 years of experience in the financial services industry, the last 17 years with McMillan Wealth Solutions.

Keith’s primary role is to spend time meeting with clients and help them through the transitions of life. He listens carefully to their stories, hopes, and goals. Working with the extended McMillan Wealth Solutions team, he delivers wealth planning and investment strategies to help clients achieve their dreams. He says “our process is well proven, but constantly evolving to match clients’ needs and expectations; as well as the ever-changing financial landscape.” Keith also mentors other members of the team and often takes the lead on research.

When not at work, Keith enjoys spending time with his wife and two daughters, preferably in the great outdoors. Riding his ebike, skiing, and kayaking are all favourite pastimes.

Bill Green CFP®, CFDS, CIM®
Associate, Wealth Planning

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 as a Chartered Financial Divorce Specialist (CFDS). 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. 

Zak Smith CA, CPA, CFP®, CLU®
Associate, Wealth Planning
Tel: 403.260.3841

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.

 

Karla Sampson
Associate
Tel: 403.355.6048

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!

Debra Husband
Associate
Tel: 403.776.6227

Debbie comes to us with a Commerce degree from the University of Calgary and 27 years in the financial industry as a Licensed sales assistant. She gained her experience through working with institutional banks, independent teams and major organizations. Her extensive knowledge in all tactical aspects of financial markets and trading will truly benefit our clients and our team. Debbie thrives in the challenge of performing the daily operational functions of the organization demonstrating this through the streamlined systems and processes she created and implemented for several brokerage firms.

She finds pleasure in providing assistance to our clients as well as our team through focusing on the administrative and operations support required.

Debbie was born and raised in Calgary and enjoys reading, traveling, camping, and spending time with her kids.

Summer Driscoll B.A., M.A.
Associate
Tel: 403.355.6062 Fax: 403.355.6109 Toll Free: 1.866.867.7735

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.”

Sharon Colond
Associate
Tel: 403.260.3861

As a touchpoint for McMillan Wealth Solutions, Sharon is a vital part of client relationships. She handles each and every client request with care and efficiency. Like the rest of the team, Sharon is drawn to helping others.

Prior to joining the financial services industry two years ago, Sharon worked in the Oil and Gas Industry as a Petroleum Land Administrator. But her interest in finance runs deeper. For the past decade, she has been an avid reader of books on finances and wealth management, attending courses and seminars to supplement her interest.

Sharon holds a Business Administration Diploma from the Southern Alberta Institute of Technology (SAIT) majoring in Finance and has completed both the Canadian Securities Course and the Conduct and Practices Handbook Course.

A self-professed ‘foodie’, Sharon loves traveling and has tried culinary curiosities from 10 countries, mostly in Southeast Asia. In her spare time, she enjoys being in the mountains or watching documentaries and interior design shows. She loves staying active with group fitness classes in boxing and HIIT training.