Duncan McMillan

Advisor @S3 Mcmillan

Oakville, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Dec 1994 — Present

Advisor @S3 Mcmillan

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19 Years of Advisory Services for Business Owners & Professionals:Benefit Plans, Buy Sell Agreements & Key person Insurance for Life, Disability and Critical Illness.Personal consultation is also available in the areas of:Personal RRSP\'s, RSP\'s, RRIF\'s, LRIF\'s, Annuities, LRSP\'s, Life Insurance, Disability Insurance, Critical Illness Protection, Long Term Care Insurance

EDUCATION

1990 — 1994

University of Guelph

SKILLS

Mutual FundsSavingsPensionsWealth ManagementStrategic PlanningFixed AnnuitiesInvestmentsRetirementStrategic Financial PlanningInsuranceLife InsuranceFinanceLong Term Care InsuranceFinancial ServicesEmployee BenefitsMarketing CommunicationsStrategyRetirement PlanningHealth InsuranceCritical IllnessMarketing StrategyDisability InsuranceFinancial PlannersFinancial AdvisoryNew Business DevelopmentSmall BusinessEstate Planning

ABOUT DUNCAN MCMILLAN

Advising Business Owners and Professionals since 1994 in the areas of Employee Benefits,Buy/Sell Agreements and Key person Coverage, including Life, Disability,Critical Illness Insurance,Private Insurance & Investment Management Solutions.Specialties: GBA 1 (Group Benefits Associate) completedRHU (Registered Health Underwriter)EPC (Elder Planning)

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