About Us

We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being.

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Who We Serve

We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. 

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Our Leadership

Scott Millard CFP®, RRC

Executive Financial Consultant

Scott holds his CERTIFIED FINANCIAL PLANNER® (CFP) designation and holds insurance and investment licenses in BC, Alberta, and Ontario. He splits his time servicing clients across provinces. Outside of work, his family and sports are his main passions. An avid athlete, Scott is a snowboarding instructor, hockey player, and can often be found up at Big White in the Winter Months. During the summer months you will find him on the water boating and camping.

Scott is always on the lookout for ways to be more involved in the community, including serving as a board member for Kelowna Minor Hockey, the Kelowna Family Center and Elevation Outdoors. He enjoys coaching youth hockey and soccer. Scott is also a proud member of 100 Men Who Give a Damn Kelowna. 

Scott is well known for his outgoing personality and always makes the interests of clients a top priority. Scott's background in operations management help business owners and families establish detailed financial plans for their financial wellbeing. 

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Education Centre

Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).


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