Douglas Milne

Douglas Milne

Senior Investment Advisor

Senior Portfolio Manager

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(604) 659-7482

Office Location

700 West Georgia Street 20th floor Vancouver, BC V7Y 1A2. map

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

Toll Free

(888) 668-9966

Fax

(604) 482-8427

Branch Phone

(604) 482-8400

Branch Fax

(604) 482-8427

Certificates

CFP®

CIM®

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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