Your team 

Team photo

When you really think about it, when it comes to wealth, it’s not about how much you have – it’s about how money helps you achieve your aspirations. It’s also about controlling what you can and protecting what you can’t control. This is where we come in with our expertise. For more than 25 years, our team has been building long term relationships to help families, individuals and entrepreneurs achieve success — helping them live life on their own terms. 

Our team will work with you to understand your goals and priorities. We’ll tailor your investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs. 

Our promise is to always strive for excellence and to continue to earn your trust.

Kathy McMillan CFP®, CFDS, CIM®, CeFT®, R.F.P.
Associate 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 husbandThey 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.stimes.

Bill Green CFP®, 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 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.

Peter Churchill-Smith CIM®
Associate Portfolio Manager, Investment Advisor
Tel: 403.260.3803

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 is working toward CFA 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 once travel restrictions are lifted.

Dasha Atkins B.Sc., MBA, CFP®
Investment Advisor
Tel: 403.260.3858

Dasha was a Canadian National Cross-Country Ski Team Athlete for over 10 years and raced her way to 7th at Vancouver 2010 Olympics and 10th at Sochi Olympics 2014.

Since retiring from elite sports, Dasha made a full pivot towards pursuing her other passion and in 2016 began educating and guiding valued clients through their financial journeys and growth.

Dasha completed an MBA (Finance) from HEC Montreal in 2016, and recently achieved her Certified Financial Planner, CFP® designation. Dasha also holds a Bachelor of Science in Physics & Geology from University of Waterloo. As a proud first-generation Canadian, Dasha is passionate about helping clients of all backgrounds and all walks of life to take better control of their financial future. Dasha prides herself in being able to serve clients in Russian, French and English.

In her spare time, you will find Dasha tending to her extensive vegetable and flower garden, or adventuring with her young family in the Rockies, whether it's camping and hiking in the summer, or cross-country skiing in winter.

Karla Sampson Bcomm
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!

Summer Driscoll B.A., M.A.
Associate
Tel: 403.355.6062

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.”

Marc Bouvier B.Mgmt.
Associate
Tel: 403.695.1607

Marc Bouvier joined the team on January 4th, 2022. He's worked in the Wealth Management industry since 2020 and has enjoyed the process of getting to know and help his clients on their wealth journey!

Marc graduated from the University of Lethbridge with a Bachelor of Management majoring in Finance and since then has completed all of the educational requirements to work in the investment industry. Marc values continuing education and has been accepted into the University of Calgary's MBA program and will start his studies in the coming year.

Marc is a born and raised Calgarian but enjoys getting out to British Columbia as much as possible so he can follow his passion for several water sports. In his spare time, you will find him with his Golden Retriever Charlie who's always down for a new adventure!

Thomas Neustaedter
Portfolio Analytics Associate
Tel: 403.260.3846

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 both his CIM and CFP designations.

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.