"Shawn Milligan and his team of investment and wealth planning specialists are dedicated to providing their clients with an unmatched experience.  Through thoughtful discovery and ongoing consultation with the whole family, clients can rely on Shawn's comprehensive wealth planning strategies grounded in disciplined investment management and customized wealth planning advice and execution."
- David Agnew, CEO
RBC Wealth Management Canada

 

 

"Shawn Milligan and his team of knowledgeable investment and wealth planning specialists take the time to understand their clients’ priorities, risk tolerance and timelines, to build comprehensive and personalized investment plans. Shawn caters to diverse clientele, and operates with a detailed and disciplined approach to investment management, to help his clients achieve their financial goals. I have had the opportunity to work with Shawn for a long time and I know firsthand that he truly cares about his clients and their financial wellbeing."
- Cal Malhiot, Regional Director Alberta & Prairies
RBC Wealth Management Canada

 

"I’ve had the pleasure of being a client with the Milligan Private Wealth Management Team since my early twenties. I’m very grateful for their personal approach to my financial situation and their custom wealth solutions as my career evolves."
- T.M