With over three decades of experience, Canna Milne Financial has created a unique approach to financial planning for high income professionals and owners of privately-held businesses.

Simply put, our process is as follows:

1. Above all else – we listen.

2. Help you understand where you are today.

3. Identify where you want to be in the next 10, 20, 30 years+

4. Design a personalized plan to get you there.

5. Monitor and service the plan to evolve with your needs and goals.

Success to us means helping you transform your stated aspirations into reality.

Our core values are as follows:

• Everyone deserves a personalized plan which illustrates a path toward their goals.

• We are independent in our recommendations and advice. Our firm’s principals are CERTIFIED FINANCIAL PLANNERS™ professionals with a fiduciary obligation to act in the best interests of the client.

• Experience and knowledge are a requirement for all team members.

We work with our clients through all aspects of the planning process – as life changes, so should your plan.