What is A+?

A+ is an innovative investment platform that provides access to a fully customized investment portfolio managed by some of the world's leading investment managers. As one of the leading financial services organizations in the world, we have the ability to engage multiple world-class investment managers. We employ rigorous due diligence to scrutinize and identify managers that have demonstrated long-term, consistent quality and merit. Ultimately, this helps ensure excellence and objectivity in the management of your investments.

Benefits of A+

As one of the leading financial services organizations in Canada, we have the ability to engage multiple independent, world-class investment managers. We employ rigorous due diligence to scrutinize and identify managers that have demonstrated long-term, consistent quality and merit. Ultimately, this helps ensure excellence and objectivity in the management of your investments.

Enhanced diversification by incorporating multiple investment managers and vehicle types along with expanded asset and style categories to lower volatility.

A+ Program advisor fees are potentially tax-deductible. You must consult with your tax advisor to determine whether your fee is tax-deductible based on your individual tax situation.

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Our Team

Meet The Milligan Private Wealth Management Team & its members

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Our Services

Discover the services & expertise we have to offer to our clients

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Let's Connect

Contact us if you would like to meet for a complimentary portfolio consultation

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