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Wealth Management For Millennial
IT Professionals.
Business Owners
Lawyers
Engineers
Contractors

Virtual Financial Advice for Millennials

We put your wealth creation journey on auto-pilot so you can focus on the things in life that really matter.

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I Run a Business

We help businesses with $500,000 revenue or higher to plan around ideal compensation, optimizing investments and minimizing taxes.

That's me!
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I'm Employed

We help executives and highly compensated employees create financial plans that help them maximize their lives and put their wealth journey on autopilot.

That's me!
The Mission

To create and implement plans that allow Millennials to thrive.

For Millennial Business Owners...

You are focused on your business, let us help with the tax, investment & implementation of custom financial plans so you can thrive.

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Compensation Planning

Should you pay yourself dividends or salary?

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Pay yourself smarter
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Plan for today and tomorrow
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Optimizing tax structure
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Investment Management

How should you manage your holding company investments?

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Tax efficient portfolios
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Evidence-based strategy
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Simple implementation
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Tax Planning

How can you structure your business to pay less tax?

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Investment strategy
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Estate planning
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Wealth preservation

For Employed Millennials

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!

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Financial Planning

Live the life you dreamed of and focus on the things that matter.

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Equity compensation plans
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Registered account setup.
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Plans for today and tomorrow
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Investing

Make the most of your savings and investments

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Index focused portfolios
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Fee based advice
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A scientific approach
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Risk Management

Protect yourself and your family.

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Educational approach
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Ethical implementation
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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.
CLIENT TESTIMONIALS

Why Choose Us?

"We reached out to Sam to get some advice on the most effective way to invest our money with a focus on short and long-term financial goals, and he did just that! Sam was meticulous and detailed about asking the right questions during the discovery phase of our relationship to truly understand what our goals are, and even took it a step further and ask about personal values with respect to investing (ie. environmental, ethical stances on gas and oil investments etc,). 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 without making us feel dumb for not knowing much about investing. Thank you, Sam, for the excellent experience and service!"

Danielle S. – Toronto ON

"I followed Sam's content for some time before deciding to engage him as my Financial Planner, it was probably one of the best financial decisions I ever made. He has a fantastic ability to communicate and educate in a way that leaves you feeling empowered and excited to make the healthy, prescribed financial changes. At no time have I ever been left feeling judged for the decisions I had made in the past, but
instead, Sam built upon my existing knowledge base and helped to correct misconceptions I may have had and has been working with me to develop a healthier relationship with my finances. He is quick to respond, direct, and doesn't mince his words. I appreciate his advice and look forward to working with him for years to come. 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 as well as our priorities."

Matthew S. Business owner – Toronto ON

The Latest in The Media

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Here's What to Expect:

Find out if we are a good fit to work together here:

Get in Touch Today
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Step 2

You will get emailed a financial disclosure form and a link to book in the calendar for an intro meeting.

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Step 3

Meet with the team at MWA and go through a goals and values meeting.

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Step 4

Meet with Sam and his team to go through a comprehensive planning meeting

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Step 5

Implement the recommended steps with Sam’s team quickly and efficiently.

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Learn how to Become a Wealthy Millennial

You'll receive our weekly newsletter with insights & tips on planning to retire, paying less tax & the latest financial trends that apply to millennials.

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What Best Describes You?

Select which of the following best describes your current situation:

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What Business do you Run?

In 1-2 sentences, please describe your business or provide a link to your website!

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What Province are you in?

Let us know which province you are currently living in!

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Do you Meet the Following:

We work with business owners who have a minimum asset level of $500,000 and/or minimum revenues of $500,000. Do you meet this criteria?

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Do you Meet the Following:

We work with clients who have a minimum asset level of $500,000 and/or minimum income levels of $200,000. Do you meet this criteria?

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Awesome!

We invite clients to embark on an in-depth planning journey with us. This process is designed to uncover the best strategies to help you achieve your financial goals. Are you interested in exploring this further? The cost for the plan is $3,500.

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Sweet!

We invite clients to embark on an in-depth planning journey with us. This process is designed to uncover the best strategies to help you achieve your financial goals. Are you interested in exploring this further? The cost for the plan is $2,000.

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Just a Few Last Steps

Provide your information and then book a call with us. We're excited to see how we can assist you! 

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In 1-2 sentences, please describe your current situation and why you want to work with us. We'll get back to you as soon as possible!

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Book a Time!

We'll be in touch!

And it's Off!

Thanks so much! We'll try to reach out to you as soon as possible to help you meet your financial needs!

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