About Us

Stephanie Milligan BA, CFP, CLU

Having attended both Ottawa U and Queen’s University, Stephanie began her career in the financial services industry in 1993. Throughout her years as a small business owner, she has seen many changes in the financial services landscape and has come to realize that a relationship of mutual trust and commitment from all parties involved in the planning process is the essential ingredient to a long-term association with her clients.

Early in her career, Stephanie observed the importance of offering professional level advice. As a result, she obtained both her CLU (Chartered Life Underwriter) and her CFP (Certified Financial Planner) designations. Her ongoing commitment to continually keeping up-to-date is evidenced by various conferences and seminars which she regularly attends throughout North America. She is a local Past-President of Advocis, the national association of choice for financial advisors, and was recently appointed to the MGI Wealth's Advisory Council, representing their independent advisors in Ontario at the National level.

Outside the office, Stephanie is particularly committed to the arts, and believes in the value of contributing to her community in a tangilble way. She is currently Chair of the Board at her church, as well as with Cantabile Choirs of Kingston. She is also a proud sponsor of the Kingston Canadian Film Festival.

Her personal interests are, of course, her two children, alpine skiing, reading, theatre, with a particular passion for music and travelling. Stephanie’s business and life philosophies are very straightforward: treat people the way you want to be treated. It really is that simple.