Financial Advice For Business Owners

WHO IS THIS FOR?

You’re a Business Owner or an Incorporated Professional Trying to Balance It All.

You’ve built a successful career or business. You’re focused on growth, family, health, and doing the things you love—whether that’s being outdoors, staying active, or simply enjoying the life you’ve worked hard for.

But your finances? They often take a back seat.

And now, retirement is approaching faster than you expected. You know planning is needed, but between running your business and managing life, it keeps getting pushed down the priority list.

You have a nagging feeling that you are not maximizing your wealth. You wonder if your portfolio is invested optimally, if you are overpaying in taxes, how you are going to exit your business, and if you are missing opportunities to build wealth.

And when you look at traditional financial institutions, you’re skeptical. You’ve been paying high-fee mutual funds with little service and no planning, frustrating you and causing stress and worry.

You want:

✔️ A real and personalized relationship with your Financial Planner to help you achieve your goals
✔️Advice that’s transparent, tax-efficient, and aligned with your values
✔️A strategy that helps you maximize your investment dollars, protect your family, and be financially independent.

If this sounds like you, you’re an ideal fit for our Strategic Financial Check-Up—a simple step that could save you thousands and give you clarity as you plan for retirement, whether you're two or twenty years away.

About Millen Wealth

Hi 👋 , I am Guillaume, your Financial Planner living in Victoria, BC with my Fiance Kehla, and our two cats Goofy and Boots.

At Millen Wealth, we understand that as a business owner, you’ve worked hard to build something meaningful. Now, as you plan for retirement—or simply more freedom by working less—you’re looking for more than just traditional financial advice. You want to ensure all areas of your life are in balance, so you can enjoy the life you’ve earned with your family and friends.

With nearly two decades of combined financial planning and investment management experience—including national recognition, awards, and media features—we specialize in helping business owners transition from earning active business income to financial freedom. 

We use an evidence-based investment philosophy to manage your portfolio and assist you in implementing sound financial planning strategies. I hold the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, two of the most decorated designations in the industry.