Meet The Team

Meagan Daniell, Partner

CFP, CLU | Certified Financial Planner

I’m a Certified Financial Planner® with over a decade of experience working with business owners and professionals. As a business owner myself, I understand the challenges and opportunities that come with building, growing, and protecting a company—and the importance of aligning financial decisions with both personal and business values.

My background combines finance and human behaviour. I hold a degree in neuropsychology, along with the Certified Financial Planner CFP® and Chartered Life Underwriter (CLU®) designations, and I bring that interdisciplinary perspective into every client relationship.

Financial strategies are most effective when they align with how people think, plan, and the values that guide their decisions.

I love helping business owners define their vision of success, whether it be growth or an exit strategy, translating it into a clear, actionable financial plan. From tax-efficient growth and risk management to succession and legacy planning, I work with families and businesses across generations to ensure continuity, clarity, and confidence at every stage.

My approach is strategic and grounded, with a clear focus on meaningful, measurable value. I aim to make complex planning concepts simple, empowering clients to make informed decisions with confidence.

Outside of work, my greatest joy is my family. I’m raising three little humans and am deeply committed to shaping kind, curious, fun-loving people. I’m passionate about travel, food, and experiencing new cultures, with 36 countries visited so far and counting.

Together, let’s build a plan that supports both the life you’re living now—and the future you’re excited to grow into.

Life is more vivid when your future is secure!

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.

Brian Milne

CFP, CLU | Certified Financial Planner

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.

Sierra Young, Associate

QAFP | Financial Planner

Navigating our future is crucial, especially in today’s complex world, where uncertainty can often lead to hesitation. Whether you’re securing your family’s future or planning for what comes next, I understand the challenges, and I’m here to help.

I grew up in sunny Tsawwassen, BC, where a strong community and my father’s 40+ years in finance and insurance shaped my values. My career journey began in hospitality and wellness, fostering empathy and sharpening my communication skills. Ultimately, I found my passion in financial planning, merging my values with a desire to assist others. I started my practice in 2019, achieved my Qualified Associate Financial Planner (QAFP) designation, and am pursuing the Certified Financial Planner (CFP) designation.

My mission is to empower Canadians to manage their finances confidently and clearly, regardless of their starting point. Everyone deserves the chance to create a lasting legacy. With tailored guidance and consistent effort, together we can achieve anything.

Daniel Henry, Associate

Group Benefits Advisor

I moved to British Columbia after earning my B.A. from Carleton University in Ottawa.

With over 25 years of experience in entrepreneurship and small business leadership, I founded an organic grocery delivery company in 1998, which expanded from a single location to five across Western Canada over 15 years. This journey gave me deep insights into the challenges and opportunities faced by business owners.

In 2017, I became a Financial Advisor, leveraging my entrepreneurial background to assist business owners in navigating their financial futures.

Currently, as a Group Benefits Associate with Vitality, I focus on designing insurance and benefit solutions that enhance both company performance and employee well-being.