1. Home /
  2. Financial service /
  3. Brett Millard, CFP


Category

General Information

Locality: Kelowna, British Columbia

Phone: +1 250-762-3329



Address: 6th floor - 1631 Dickson Ave V1Y 0B5 Kelowna, BC, Canada

Website: advisor.investorsgroup.com/en/Brett_Millard

Likes: 221

Reviews

Add review



Facebook Blog

Brett Millard, CFP 30.12.2020

Are you or someone you know going through a divorce? Relationship breakdown is one of the most significant, and often unexpected, financial planning risks a person can experience. At this FREE live webinar on October 15th, our expert panel will discuss key considerations and strategies to help you navigate the financial implications of separation or divorce, and how planning can help better preserve family harmony. Learn more here: https://event.on24.com/eventRegistration/EventLobbyServlet

Brett Millard, CFP 13.12.2020

For anyone that may be struggling financially during this global pandemic, or has any questions surrounding the recent government program announcements, or about your finances in general, my team of financial planners are here to help in any way we can. Although, we may not be able to solve all of your potential challenges surrounding cash-flow shortages, our team of CFPs and other planners can offer advice on how to improve your situation in an objective and non-judgmental ...way and help you make the best decision possible. We are offering free 30-minute personal finance consultations via phone or video conference if interested please send me a message on here or at [email protected] and I will connect you with a planner. Feel free to share this with anyone you may know that has been affected financially by COVID-19, as I would be happy to help family, friends or colleagues in the same manner. Stay healthy, stay safe and take care.

Brett Millard, CFP 06.12.2020

https://youtu.be/dhaLUkIC5FQ Sticking to your plan with Rod Gibbings

Brett Millard, CFP 23.11.2020

IMPORTANT NOTICE Working together to flatten the curve To help prevent the spread of COVID-19, we have temporarily closed our offices across Canada. We’re tak...ing this precautionary measure out of care and concern for our clients, community and staff. This does not mean we are closed for business - in fact, we are very much open and here for you. We are just working a bit differently over the next while as we all do our part to flatten the curve. To our clients, we ask that you please continue to reach out to your IG Consultant by email or phone with any questions and support needed on your IG Living Plan. Or, you can contact our corporate offices at 1-888-746-6344 (in Québec: 1-800-661-4578). We remain committed to our clients and their families and to building the financial confidence of Canadians across the country.