Bill Macmillan

Bill Macmillan Email and Phone Number

Financial Planner @ Sun Life
Ottawa, ON, CA
Bill Macmillan's Location
Ashton, Ontario, Canada, Canada
Bill Macmillan's Contact Details

Bill Macmillan work email

Bill Macmillan personal email

n/a
About Bill Macmillan

I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Bill Macmillan's Current Company Details
Sun Life

Sun Life

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Financial Planner
Ottawa, ON, CA
Bill Macmillan Work Experience Details
  • Sun Life
    Financial Planner
    Sun Life
    Ottawa, On, Ca
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  • Sun Life
    Financial Planner
    Sun Life Jun 2000 - Present
    Ottawa, Canada Area
    As a Certified Financial Planner (CFP) at Sunlife I provide my clients with detail specific advise to help them with their current and long term financial, estate planning and retirement goals. I educate on the products and financial vehicles they can employ to protect their families from financial hardships. My relationship with my clients centers around their needs and helping them to understand the detailed and complex world of tax and estate planning from one generation to the next, to help them understand how our products can help them, rather than confuse them.
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  • Christian Horizons
    Residential Counselor
    Christian Horizons Apr 1991 - Jun 2000
    Supported people with special needs in a group home environment.
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  • Rona
    Yard Personel
    Rona Apr 1987 - Aug 1989
    General customer assistance when they were picking up building supplies from RONA.
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Bill Macmillan Skills

Wealth Management Retirement Planning Estate Planning Investment Advisory Strategic Financial Planning Wealth Investment Strategies Asset Allocation Financial Advisory Financial Planners Wealth Accumulation Investments Certified Financial Planner Mutual Funds Personal Financial Planning Investment Management Income Protection Holistic Financial Planning Insurance Personal Finance Long Term Care Critical Illness Retirement Savings Long Term Care Insurance Life Insurance Disability Insurance Retirement Finance Fixed Annuities Rrsp Pensions Savings Segregated Funds Whole Life Term Life Insurance Financial Planning

Bill Macmillan Education Details

  • Master'S Seminary
    Master'S Seminary
    Theology/Theological Studies
  • Perth And District Collegiate Institute
    Perth And District Collegiate Institute
    Ontario Secondary School Diploma

Frequently Asked Questions about Bill Macmillan

What company does Bill Macmillan work for?

Bill Macmillan works for Sun Life

What is Bill Macmillan's role at the current company?

Bill Macmillan's current role is Financial Planner.

What is Bill Macmillan's email address?

Bill Macmillan's email address is bi****@****ife.com

What schools did Bill Macmillan attend?

Bill Macmillan attended Master's Seminary, Perth And District Collegiate Institute.

What are some of Bill Macmillan's interests?

Bill Macmillan has interest in Children, Economic Empowerment, Education, Science And Technology, Animal Welfare.

What skills is Bill Macmillan known for?

Bill Macmillan has skills like Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial Planning, Wealth, Investment Strategies, Asset Allocation, Financial Advisory, Financial Planners, Wealth Accumulation, Investments.

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