Roderick MacMillan

Rod MacMillan specializes in helping clients nearing or in retirement, with particular experience supporting widows, widowers, and those planning for a spouse’s retirement. He provides thoughtful retirement and estate planning strategies tailored to individual needs and tax circumstances. As a Portfolio Manager, Rod offers discretionary management of conservative growth and income portfolios; his minimum portfolio size is $1,000,000 per client household.

Rod earned a B. Comm. (with distinction) from the University of Victoria in 1996. He began his career at a leading Canadian chartered bank and became an Investment Advisor in 2000. He holds the Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM) designations.

Rod collaborates with TD Bank Group specialists in wealth protection and insurance, estate planning and trust services, and charitable giving, and coordinates closely with clients’ external professional advisors.

Outside the office, Rod stays active—often competing in kettlebell lifting—enjoys motorcycle touring when time permits, and values time with his West Highland White Terrier, Peate.