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1-833-266-6464

Celebrating Over 25 Years. CANADA | USA | UK

1-403-266-6464

Celebrating 25 Years in Estate Planning CANADA | USA | UK

 

Our Story

A Message from our CEO and Founder, Sheri MacMillan

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“The idea for the business started with my grandfather. When I was 10 years old, I was saddened to learn that I would not see my cousins from Saskatchewan anymore. For as long as I could remember, we’d had large family gatherings, but these suddenly stopped. My grandfather and I were very close, and one day I mustered up the courage to ask him what happened. He told me he was the executor of his parent’s estate, and our family unfairly blamed him for losing the estate to taxes. Even though I didn’t truly understand what he meant, I knew it was tragic and wrong at the time. I also knew I wanted to do something about it, but I didn’t know what. 

Fast forward into my mid-twenties, and I was working at a well-known bank. A lovely couple in their 80s came to me with a 5 year $500,000 GIC that was up for renewal. They asked me if I could help them with this. I put normal bank protocol to the side, which was to get that renewal locked in for another 5 years, instead asking them what their plans were for the money. They said they didn’t know. I put their money in a short term GIC to buy us some time and worked with them to devise a plan. After some soul searching, the couple decided to not lock the money in and enjoy it instead. When my manager found out, she was displeased I had lost the bank an investment and she disciplined me. I could not in good conscience continue working in the way the bank wanted me to. Shortly afterwards, I started MacMillan, and 25 years on, I’ve never looked back.”

For more information about MacMillan Estate Planning, please read our feature in Business Calgary magazine.

 

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