Brian A. McMillan is a Chartered Financial Consultant, Elder Planning Counsellor, Principal and Lead Advisor of Team Approach Planning, located in Collingwood. Brian has been providing creative financial strategies to help their clients minimize tax, save for retirement, and protect their families since 1991.
At Team Approach Planning, they believe that taking a collaborative approach to planning for and solving potential financial problems best serves you and your family, today and tomorrow. In today’s world, there is a lot of information available. The challenge of so much information is overload, anxiety, and procrastination. Getting started is often the biggest challenge! At Team Approach Planning, they will find the right solutions – connecting the right people with correct professional advice. As their client base ages, there is an increasing need to help them deal with their health, family dynamics, and estate planning issues.
Our team approach has served our clients well. We work almost exclusively by referral. This speaks to the value clients find in using our collaborative approach. We look forward to serving others and providing the best possible and current advice. We are committed to taking the stress out of the lives of our clients and potential clients. We work on a fee-based service, as well as commission. The cost is always established upfront, so there are no surprises or hidden fees. I have acted as an estate trustee personally and have assisted many clients in getting proper professional advice. So, I am familiar with the process. I am currently becoming a Certified Executor Advisor (CEA). This education will give me additional confidence in this important role. Being committed to life-long learning has proven to serve our clients, their families, and community at a time when needed most.”
Brian and his team bring a collaborative approach to financial planning through his extended team of professional advisors, such as Accountants, Lawyers, Actuaries, Financial Specialists, and various Financial Planners with specific in-depth expertise. The result: a collaborative, unbiased approach satisfying all your financial and estate needs in one team. If you are looking for a team that cares more about you than your money, Team Approach Planning is a great team, with great results, focused on you and your family.
Brian is a planner by day and an artist by night. In 2001 after a life-changing experience, Brian rekindled his love for watercolour painting. His hobby has been dedicated to raising money for mission and awareness. He sells his prints to raise money for outreach. His daily goal is to make a positive difference in someone else’s life every day.