Meet The Team
Meagan Daniell, PARTNER
CFP, CLU | Certified Financial Planner
It’s normal to feel a lot of ways about money. A hot button topic for the best of us, my deep understanding of very human habits makes me easy to talk to and learn from. It feels wonderful to be the reason clients can finally face their financial future with confidence.
Hailing from a large family of professional educators, I knew this was my future—it just turned out to include money. While pursuing my neuropsychology degree, I fell in love with all things finance and human behaviour, and how I could apply my studies to educating people about their own unique path forward. From there I obtained my Certified Financial Planning (CFP) and Chartered Life Underwriter (CLU) professional designations, further distinguishing myself from the herd.
As clients inevitably become more like friends and family, over a cup of coffee or glass of wine, awkward questions about money cease to exist. Together we work to patch knowledge gaps and design plans for the future. I believe money should work to fuel our passions, goals and security. For myself, that includes traveling the world, bettering my community and planet, and finding the fun in life.
My own financial outlet is exploring new countries and immersing myself in unfamiliar cultures. It’s important for me to explore the world without worrying about money or managing the future I want. Living in the moment is more vivid when the future is secure. During my travels I seek to learn local customs and culture. This practice enriches my worldview and allows me to better serve my diverse stable of clients.
Together, we can determine what’s worthy of your investment.
Darren Milne, PARTNER
CFP, CPA, CMA | Certified Financial Planner
With over two decades and a wide breadth of experience in the financial industry, I am the trusted source for my clients’ financial concerns and questions. Watching my father operate his insurance planning & group benefits practice for over half a century taught me how strong planning and always acting in the best interest of clients impacts their comfort, legacy and available life experiences. Today, the cornerstone of my work is wealth and estate planning for incorporated business owners, the self-employed, executives and professionals. Trusted to actively manage portfolios and plan for important transitions, I bring confidence and peace of mind to my clients.
As a Certified Financial Planner and Chartered Professional Accountant, it’s my job to preserve, protect, nurture assets, and ideate and execute customized financial plans. I create flexible strategies to accomplish long-term goals, design succession plans or intergenerational asset
transfers. With my guidance, clients are prepared to navigate the unpredictability of life and economic circumstances in order to reach long-term financial success — and enjoy themselves along the way.
Let’s turn financial transitions into new beginnings and successful opportunities.
CFP, CLU | Senior Advisor & Consultant
After graduating from UBC, Brian has led a successful group benefits and insurance planning practice for over half a century. He has been recognized for his distinguished career as a lifetime member of the
industry’s “Million Dollar Round Table”.
He is merging his practice with his son Darren who has been working directly alongside of him since 2016.
Brian is still active with his merged practice and will be continuing to offer his services.
Brian holds Chartered Life Underwriter, CLU, Certified Financial Planning CFP and Certified Employee Benefits Specialist CEBS designations.
Advanced Insurance Case Consultant
Advanced Living Benefits Consultant
Tax & Estate Planning Specialist