Kathy McMillan CFP®, RFP, FDS, CIM®, CeFT®
Director, Wealth Management & Portfolio Manager
Tel: 403.355.6050

Kathy has over 25 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Financial Divorce Specialist (FDS), Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is a Certified Financial Transitionist (CeFT®).

Always interested in increasing her knowledge and expertise, Kathy has successfully completed her Chartered Investment Manager (CIM®) designation with the Canadian Securities Institute which will allow her to serve her clients even better.

Kathy's passion for wealth planning is only surpassed by the talent of her team who take a collaborative approach with their clients. The team engages their varied and expert resources along with those of Richardson GMP, an independent family wealth management firm. Kathy and her team believe in strong relationships with all clients and understand that every client has unique needs and goals. Through a holistic approach, they develop a balanced investment portfolio tailored to each client, ensuring they help them to achieve their goals and objectives.

Growing up, Kathy had the opportunity to see and live in many regions of Canada, from Vancouver to St. John's. She settled in Ottawa in 1989 where she subsequently built a successful financial planning practice. In 2001 she was extremely happy and excited to return to her home province, where she enjoys all that Calgary and the mountains have to offer. While clients always come first, on weekends, Kathy takes advantage of the many outdoor activities in the wonderful playground of Panorama, and she also manages to return to visit Ontario cottage country in summer and squeeze in the occasional travel week.

Mona Schoenfeld CFP, FDS
Associate Investment Advisor
Tel: 403.355.6051

With over 19 years of experience, Mona brings a wealth of knowledge to the team. She is a Certified Financial Planner (CFP®), Financial Divorce Specialist and is also a Life Insurance licensed advisor. Along with Kathy, Mona has recently completed a Certified Financial Transitionist course which provides specialized training to work with individuals undergoing personal and financial transition.

As a member of the Financial Planning Standards Council and the Canadian Institute of Financial Planners, Mona has solid experience in tax and financial planning, portfolio analysis, and a strong administrative background. Her favourite part of the team’s practice is the time she gets to spend working directly with clients. Helping clients with questions, solving problems and achieving their goals is what she finds most rewarding.

Born in B.C., Mona spent her teenage years in Saskatoon, SK and married her high school sweetheart. She moved to Calgary for five years before going overseas with her husband for eight years, which were spent mostly in Asia. Her interest in tax and financial planning for expatriates is what first bought her to the financial planning industry. Away from work, Mona is an avid golfer and very involved with her community. She loves to read and travel, preferably to great golf locations with her husband. She has one grown son, Sean, and an independent (and somewhat bossy) cat.

Keith Button CFP
Associate, Wealth Planning
Tel: 403.355.6052

Keith is a Certified Financial Planner with over 18 years of experience in the financial services industry, the last 12 years with McMillan Wealth Solutions.

Keith’s primary role is to spend time meeting with clients, and help them through the transitions of life. 
He listens carefully to their stories, hopes, and fears, and then, working with the extended McMillan Wealth Solutions team, he delivers wealth planning and investment strategies to clients. 

He says “our process is well proven, but constantly evolving to match client’s needs and expectations; as well as the ever changing financial landscape.”  Keith also mentors other members of the team and often takes the lead on research.

When not at work, Keith enjoys spending time with his wife and two daughters, preferably in the great outdoors. Riding his motorcycle, skiing, and camping are all favourite pastimes.

Jamie Ryan CFP
Business Development Assistant
Tel: 403.355.6072

Jamie is a CFP who has spent 13 years in financial services providing investment advice and wealth management solutions to clients. He earned his CFP in 2007 and he continues to further his education to better serve his clients. He has recently completed his certificate in advanced investment advice and is working towards his CIM designation.

Jamie’s primary role is working with clients to identify their goals and priorities, and to implement solutions to address the things that matter most. He believes that the job of a wealth management professional is to empower people to make informed decisions about their finances and that the goal of any financial plan should be to provide peace of mind. The best financial plan is the one you’re not thinking about.

Growing up in New Brunswick, Jamie graduated from Acadia University in Nova Scotia and has lived and worked in Halifax, Moncton, Australia, and Toronto before settling in Calgary in 2005. He enjoys cycling, hiking, as well as team sports and has recently become interested in woodworking. He also enjoys travel and has recently been to Nicaragua, Costa Rica, Israel, and Denver.

Karla Sampson BComm.
Tel: 403.355.6048

Karla graduated from University of Calgary with a Bachelor of Commerce degree in Financial Planning. While completing her degree, Karla worked in the financial services industry for a major Canadian bank.  Karla enjoys working with clients and has loved helping clients reach their goals. She looks forward to developing her skills further in the area of holistic financial planning.

Karla grew up in Alberta where she spent her time playing competitive soccer and figure skating. Karla moved to Calgary for university and loves its proximity to the mountains. In her spare time, Karla and her husband Nick  love to go to the mountains to hike, snowboard and camp.

Heather McDiarmid
Tel: 403.355.6053

Heather has been involved in the financial industry for over 40 years. Heather works closely with Keith in the management of his clients' portfolios, arranging meetings and remaining in contact to ensure seamless management of clients' financial affairs. She assists in the gathering and inputting of information for the preparation of Financial Plans and with other special projects for the team.

Heather enjoys reading, relaxing and loves to travel. She has already been to England, Scotland, Australia, Vanuatu, Fiji, and American Samoa.

Charlotte Marshall
Tel: 403.355.6049

Charlotte came to us from 8 years working in the hospitality industry. Her eye for detail, friendly demeanor and willingness to go above and beyond to exceed our clients’ expectations has made her an integral part of the team.

In her role as administrative assistant, Charlotte is very involved with day to day preparation, servicing our clients and organizing unique events for our clients.  She is currently working on her Certified Financial Planner (CFP®) designation course.

Moving to Canada from the UK at the age of 11, Charlotte grew up in Calgary’s backyard – Panorama Mountain Village. As a Level 2 ski instructor Charlotte’s weekends and holidays are filled with skiing in the mountains with friends and family. In her spare time Charlotte also loves to travel with Europe, Asia, and Australia already under her belt.