Safeguarding Significance Since 1996

MacMillan Estate Planning is a boutique, full-service estate planning firm. For over a quarter of a century, our firm has worked with many affluent families to design their estate plans - either in person or virtually. We service clients all over the world, focusing on Canada, the U.S.A and the United Kingdom.

Our goal is to build a strongroom to safeguard your significance, meaning to create a bespoke estate plan to protect the things you care about the most. We consider your 'significance' to be the people, properties or the things that mean the most to you today.

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.

If you have specific questions or concerns pertaining to your estate, please take advantage of our complimentary consultation.

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The Strongroom Approach

An estate plan is a Strongroom, safeguarding and securing what is most significant to you against external forces. MacMillan Estate Planning will design, implement, and care for your customized Strongroom, ensuring it reflects your life as it unfolds. We take an unbiased, integrated approach, strategically helping you to map out your life, legacy, legal and tax plans.

Craft Your Strongroom

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A one-stop-shop

Your time is precious. That is why we have lawyers, financial planners, and accountants in-house. You will have a principle planner, who will act as the Architect of your Strongroom, connecting the dots between all the required disciplines. Your planner will know your objectives intimately, translating the technical jargon into clear options that work coherently together, so you can make empowered and informed choices.  

Meet a Planner

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MacMillan Strategies

Protecting your wealth throughout your retirement years and beyond has become much more difficult than it once was. Fortunately, there are several strategies available from an estate planning perspective that can help offset the risks of today and tomorrow, positioning you to be better protected in the future, no matter what it may bring.

Macmillan Strategies

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  • Why should you plan your estate?

  • MacMillan Client Spotlight - Marc

  • MacMillan Client Spotlight - Claire

  • MacMillan Client Spotlight -Corinna

  • MacMillan Client Spotlight - Glenda and Jack

  • Is your estate protected?

  • Sheri MacMillan, Leaders of Tomorrow Award

  • The Tax Man

  • Protect Your Pet

  • Disappearing Generations

  • Estate Planning is Life Planning, for your whole family

  • The Entrepreneurs Featuring MacMillan Estate Planning | Full Episode

  • MacMillan Estate Planning | Chapter 5

  • MacMillan Estate Planning | Chapter 3

  • MacMillan Estate Planning | Chapter 6

  • MacMillan Estate Planning | Chapter 4

  • MacMillan Estate Planning | Chapter 2

  • MacMillan Estate Planning | Chapter 1

  • MacMillan Estate Planning | Webinar Introduction

The Strongroom Blog