Douglas Milne
Phone
Office Location
Doug focuses on a "Listen First" approach. Developing portfolios and wealth plans that are ideal for each client is a result of his process of listening and understanding his clients as well as the current financial environment.
"I want all of my clients to not only profit from our relationship, but enjoy and feel more confident after every conversation."
Doug holds the Certified Financial Planner and Chartered Investment Manager designations and is a Portfolio Manager. Coordinating his 21 years of experience, knowledge and the deep resources of TD Wealth ensures that his clients can trust the advice he and his team provide. Having been a TD Canada Trust Branch Manager, Doug knows the importance of pleasant and professional service making this a priority in all interactions.
In his free time Doug enjoys all sorts of activities; including tennis, squash, fly fishing, mountain biking and gardening. Doug and his wife reside in North Vancouver and have two daughters one in university and one starting her career in the resource sector.
Sage Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(604) 482-8427
Certificates
CFP®
CIM®
Languages
English
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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