Mike Milliken, MBA, CIM

Vice-President & Portfolio Manager

613-721-1222 | Email me

Mike and his wife Donna have two children – one being his business partner Aaron – and they reside in the West Carleton area. Mike graduated from Queen's University with an MBA, majoring in Finance. He has been in the financial industry since 1979 and held many roles including Senior Manager of Commercial Banking for Eastern Ontario.

Mike believes in maintaining high quality standards and ongoing education. He has one of the industry's highest designations: Canadian Investment Manager (CIM). He is licensed to trade individual investment securities and options and is Life Insurance licensed. Mike is very qualified to handle all your investment and financial planning needs. 
Mike enjoys tennis, kayaking, hockey, skiing, and travelling in his spare time. He is active in the community and donates his time and energy to various charities and sports organizations.
Mike believes in a disciplined approach to investing. He recognizes that capital preservation and long term growth are of significant importance to all clients. Mike provides personalized service and will work with you to develop and implement a financial plan that meets your needs and objective.

Aaron Milliken, CFP, CIM, FCSI

Vice-President & Portfolio Manager

613-721-3446 | Email me

A native of Ottawa, Aaron is married and lives with his wife and two children in the city's west end. He graduated from the University of Guelph with a Bachelor of Commerce degree in Economics and Finance. Aaron has attained one of the highest regarded designations in the industry – Certified Financial Planner (CFP). In addition, he is a Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). Aaron is also licensed for Life Insurance and options trading.

In joining Dominion Securities, Aaron has immediate access to a highly sophisticated international team of skilled financial experts – research analysts, economists, will / estate planners, insurance consultants, and tax specialists – you can be confident that you will get the professional advice and services you need.

Aaron builds lifelong relationships with his clients which he is committed to providing the highest level of customer service and superior wealth management. He creates and implements a personalized strategy for each of his clients in order to meet their individual goals and objectives. Aaron believes in quality investments with a consistent and disciplined approach to long-term investing.

In Aaron’s spare time, he is an avid sports enthusiast who enjoys snowboarding, baseball, golf, and of course Canada’s national pastime – hockey. Aaron loves to travel and experience all this world has to offer.

Lisa Allan

Associate

613-721-4104 | Email me

Lisa is a licensed associate who has over 20 years experience in the investment industry.

She is also insurance licensed. Lisa promptly and efficiently fulfills any of your service requests. She should be your first point of contact if you are looking for research reports, fund transfers or any administrative requests. 

In her free time Lisa enjoys doing crafts, travelling and spending time with her family and friends at her country home.

Joseph W. Power B.A, LL.B.

Vice-President, Will & Estate Consultant
 
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
 
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association. Prior to joining RBC, he practised estate planning in private practce and served as Will & Estate Consultant with Royal Trust Corporation.
 
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.