Millen Wealth Advisors

About Millen Wealth Advisors

Millen Wealth Advisors is a fee-based investment services firm located in the Argyle neighbourhood of London, Ontario. The practice serves Canadian tech founders and high-earning employees, specifically those who receive equity compensation such as RSUs, stock options, pre-IPO shares, and ESPPs. The firm focuses on helping millennials transform corporate revenue and equity into lasting personal wealth through organized financial plans. The firm offers comprehensive wealth planning across seven core areas: cash flow planning, tax strategy, investment management, insurance planning, retirement planning, estate planning, and equity compensation planning. For entrepreneurs, they provide specific services including compensation planning (salary vs. dividends), corporate structure and tax advice, exit planning, and estate or corporate wind-up services. For employees, they offer RSU and equity strategies, T1 tax optimization, cash flow modelling, and registered plan optimization for accounts like the FHSA, RRSP, TFSA, and RESP. Their investment recommendations are evidence-based and fee-based, utilizing the Conquest Planning software to create living financial models. Founded by Sam Lichtman, a CFP professional and CIRO Approved Person, the firm went independent in 2020. Lichtman established the practice to provide sophisticated, independent advice without proprietary products or hidden commissions. He is a visible voice in the Canadian financial space, appearing in various national media outlets and hosting a podcast and YouTube channel called Millennial Money Canada. The firm also collaborates with independent specialist partners for mortgage services through Dominion Lending and tax services through TRP Strategy Group and CoPilot Tax.