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Sheri Macmillan
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Work Experience
Founder
Jan 1997 - Present · 27 years and 11 months
Company Details
Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm. For nearly a quarter of a century, our firm has worked with thousands of high net-worth families to design their estate plans. We service clients all over the world, focusing on Canada, the U.S. and the United Kingdom. We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Like an architect, we take an unbiased and integrated approach to planning. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significance. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.
Year Founded
1995
Social Media
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Industry
Financial Services
HQ Location
621 – 22nd Avenue SW Calgary, AB T2S 0H7, CA
Keywords
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