The Milligan Private Wealth Management Team
The Milligan Private Wealth Management Team provides comprehensive, personalized investment planning. Many financial activities in life concern us all; providing adequate income for retirement, minimizing taxes, ensuring preservation and growth of capital. However, with today's complex and ever changing financial markets, investors can't possibly hope to do everything for themselves. To achieve your investment objectives consider working with a team of professionals committed to your success.
Testimonials
"Shawn Milligan and his team of investment and wealth planning specialists are dedicated to providing their clients with an unmatched experience. Through thoughtful discovery and ongoing consultation with the whole family, clients can rely on Shawn's comprehensive wealth planning strategies grounded in disciplined investment management and customized wealth planning advice and execution."
- David Agnew, CEO
RBC Wealth Management Canada
"Shawn Milligan and his team of knowledgeable investment and wealth planning specialists take the time to understand their clients’ priorities, risk tolerance and timelines, to build comprehensive and personalized investment plans. Shawn caters to diverse clientele, and operates with a detailed and disciplined approach to investment management, to help his clients achieve their financial goals. I have had the opportunity to work with Shawn for a long time and I know firsthand that he truly cares about his clients and their financial wellbeing."
- Cal Malhiot, Regional Director Alberta & Prairies
RBC Wealth Management Canada
"I’ve had the pleasure of being a client with the Milligan Private Wealth Management Team since my early twenties. I’m very grateful for their personal approach to my financial situation and their custom wealth solutions as my career evolves."
- T.M
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Farmers and agricultural professionals
Your farm may be your most valuable asset. Whether you’re running a farm, thinking of selling it, or considering transferring it to the next generation, we can help minimize your tax liability and help you plan for the future.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Charity & Community Involvement
Over the past 35 + years, the Milligan Private Wealth Management Team has been deeply involved in the communities it serves. The team has supported numerous charities & foundations across Canada. The Milligan Private Wealth Management Team's commitment to the community is not only limited to donating to local charities & foundations, but volunteering as well. Shawn Milligan has coached minor hockey for close to 15 years. Team members Brett Birnie & Eamon Milligan are both currently actively involved as volunteer coaches in baseball, football, and hockey as well. Since his start back in the 1980's, Shawn has made giving back to the community he serves an essential part of his business. Organizations We've Supported in the Community
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.