Your Personal CFO: Simplifying Complex Wealth For a Richer Life.
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort."
—Franklin D. Roosevelt
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Who We Serve
Tech Founder or Entrepreneur
We help tech founders and entrepreneurs with $500,000 revenue or higher to plan around ideal compensation, optimizing investments and minimizing taxes.
That's me!
Tech Employee or Executive
We create custom financial plans for highly compensated employees that allows them to focus on the things that really matter, their family, career and travel.
That's me!The Mission
To create and implement plans that allow Millennials to thrive.
I'm a Tech Founder or Entrepreneur...
You are focused on your business, let us help with the tax, investment & implementation of custom financial plans so you can thrive.
Compensation Planning
Should you pay yourself dividends or salary?
Pay yourself smarter
Plan for today and tomorrow
Optimizing tax structure
Investment Management
How should you manage your holding company investments?
Tax efficient portfolios
Evidence-based strategy
Simple implementation
Tax Planning
How can you structure your business to pay less tax?
Investment strategy
Estate planning
Wealth preservation
I'm a Tech Employee or Executive...
Life is busy and complicated. We implement custom financial plans so you can focus on maximizing your time and energy on your family, career and travel!
Financial Planning
Live the life you dreamed of and focus on the things that matter.
Equity compensation plans
Registered account setup.
Plans for today and tomorrow
Investing
Make the most of your savings and investments
Index focused portfolios
Fee based advice
A scientific approach
Risk Management
Protect yourself and your family.
Educational approach
Ethical implementation
Asset and lifestyle protection
*Millen Wealth Advisors makes every effort to not use investment products that pay commissions, however, some accounts such as RESPs and RDSPs can not be held in fee based accounts with Portfolio Strategies Corporation, and in those situations we use A series mutual funds which pay a trailing commission. Insurance products purchased pay commissions to our firm and advisors.
Meet tHE owNER
Hey, I'm Sam
Here’s the reality. The big institutions don’t care about you unless there is a potential sales target you can help them hit.
That needs to change. That will change...
CLIENT TESTIMONIALS
Why Choose Us?
"...Sam is a breath of fresh air in comparison to other financial professionals we have encountered at the big banks in the past because he takes the time to educate us and is not focused on selling us a product, but rather providing excellent service and advice..."
Danielle S.
Toronto ON
"...Sam built upon my existing knowledge base and helped to correct misconceptions... I feel a strong sense of relief now and am confident my finances are being handled by someone who both knows what they are doing, and cares about myself and my family..."
Matthew S.
Business owner – Toronto ON
A Host of Video Resources
Dive into our curated collection of short, easy-to-follow videos designed to simplify your financial journey. From budgeting basics to advanced tax strategies, explore more on our full Video page.
Step 1
Fill in the meeting request questionnaire.
Step 2
You will get emailed a financial disclosure form and a link to book in the calendar for an intro meeting.
Step 3
Meet with the team at MWA and go through a goals and values meeting.
Step 4
Meet with Sam and his team to go through a comprehensive planning meeting
Step 5
Implement the recommended steps with Sam’s team quickly and efficiently.
Our Latest Blogs
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We assist Millennials in building wealth so they can live well, give generously and leave a legacy.
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