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
Incorporated Business Owner
We help incorporated business owners and entrepreneurs with $500,000 revenue or higher to plan around ideal compensation, optimizing investments and minimizing taxes.
That's me!
Incorporated Professionals
We create custom financial plans for highly compensated professionals 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 Business Owners & Professionals to Thrive
I am an Incorporated Business Owner or Professional...
You are focused on your business, let us help with the tax, investment & implementation of custom financial plans so you can thrive.
Goals-Based Planning
Are your investments aligned with your lifestyle goals?
Values-driven strategy
Lifestyle goal alignment
Progress tracking
Compensation Planning
Should you pay yourself a salary, dividends—or both?
Salary vs. dividends
Cash flow optimization
Profit distribution planning
Tax Planning
How can you reduce taxes without disrupting your long-term plan?
Tax deferral strategies
Tax-efficient investing
Tax-smart withdrawals
Investment Management
Is your portfolio designed to grow efficiently and stay on track?
Evidence-based portfolios
Maximize returns per unit of risk
Systematic rebalancing
Retirement Planning
Do you have a complete retirement plan or just a collection of accounts?
Financial independence roadmap
RRSP, TFSA, IPP & RCA solutions
Sequencing of withdrawals (personal vs. corporate assets)
Insurance & Estate Planning
Is your life’s work going to your family or the CRA?
Legacy protection
Business exit strategy
Family trust and holding company
Meet Your Financial Planner
Hey, I'm Guillaume
I'm a financial planner and investment specialist who believes that a well-lived life starts with clarity, purpose, and consistent action. My mindset is grounded in the belief that meaningful growth, whether financial or personal, stems from setting clear goals, maintaining discipline, and showing up consistently every day.
This philosophy guides how I live and how I work with clients. I partner with business owners who want more than just investment advice. They want a trusted advisor who can help them align their money with their values, build resilience, and create a life of freedom and fulfillment.
At Millennial Wealth Advisors, I specialize in crafting personalized financial roadmaps that support business owners through every stage, covering cash flow, retirement, investment, insurance, tax, and estate planning. My approach is evidence-based, holistic, and designed to simplify complexity while driving long-term success.
Before joining Millennial Wealth Advisors, I built a strong foundation in Canada’s financial services industry. I hold the CFA, CMT, and CFP designations, reflecting a deep understanding of investment management and financial planning principles.
Outside of work, I live by the same values I teach. I enjoy an active lifestyle with my fiancée Kehla and our two cats, Goofy and Boots. I play ice hockey, golf, and regularly train through cross-training and trail running. I'm also an avid reader who loves to travel, discover new foods, and explore history and culture.
CLIENT TESTIMONIALS
Why Choose Us?
"...I now have a clearer understanding of where my money is going and how to maximize my financial growth. I feel much more confident and in control, with peace of mind knowing I have a solid plan in place. I would highly recommend him—his expertise is invaluable, especially for business owners."
Tri
Physiotherapist and Business Owner, BC
...Now, we have a clear plan and feel very confident about our finances. If you're considering working with Gui, know that you're in amazing hands—he's professional, knowledgeable, and truly cares about his clients' success. I’ll be recommending him to friends and family!"
Jeremy
Realtor, Victoria, BC
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 Guillaume and his team to go through a comprehensive planning meeting
Step 5
Implement the recommended steps with Guillaume team quickly and efficiently.
Book a Call
Intro Call with Guillaume Girard
This is a relaxed, no-pressure chat where we’ll talk about your goals, any financial challenges you’re facing, and how I might support you.
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