Millen Wealth Advisors is an independent, fee-based financial planning firm serving Canadian technology professionals, entrepreneurs and high earners. Founded by CFP® professional Sam Lichtman, the firm helps clients turn equity compensation and business income into an organized plan for building personal wealth. Its clients include employees with RSUs, stock options, pre-IPO shares or employee share purchase plans, as well as founders and contractors managing corporate revenue and company ownership.

For employees, Millen offers equity compensation and tax planning, cash-flow modelling, registered-plan optimization, investment recommendations, risk reviews, estate planning and goal tracking. For entrepreneurs, services include salary-versus-dividend planning, corporate structure and tax guidance, investment recommendations, quarterly reviews, exit planning, and estate and corporate wind-up support. The firm coordinates its advice with clients’ accountants where appropriate.

Plans are built using Conquest Planning software, which supports scenario modelling and live updates for Canadian financial considerations, including registered accounts, stock options and holding companies. Millen offers a free, no-obligation 30-minute introductory conversation for prospective clients.