BMO Nesbitt Burns - Cara MacMillan MBA

Education:
BA, MBA

Languages Spoken:
English

Specialties:
Socially Responsible Investing
Professional Investment Management
Retirement, Transition and Financial Planning
Insurance and Estate Planning

Consultative approach to wealth management. Commitment, Knowledge, Integrity.

The focus of our business has always been to assist clients in wealth creation, wealth management and wealth enjoyment. We work with clients to build a unique financial strategy that enables each individual or family to finance a fulfilling life plan. Cara believes that one of the most important aspects to the client/advisor relationship is a clear understanding of needs, goals and expectations. This is an ongoing process. We focus on communication and client service. We enjoy working with families who believe in sustainable wealth.
Our team specializes in sustainability; sustainability of the environment, sustainability of wealth.

Cara believes in mitigating risk. Life is about change. The way to deal with the changes we each face is to create balance in our financial lives. We work with each individual and each family to create and implement a plan that maximizes your financial growth, minimizes the downside and is tax efficient.

Our Commitment

We believe in a disciplined and honest approach to wealth creation and management. We work in partnership with you to create a strategic roadmap for wealth. If you are at a crossroads in your financial life, we appreciate the opportunity to become your partner.

The Team

Cara MacMillan MBA
Investment Advisor
Cara MacMillan is an investment advisor with BMO Nesbitt Burns who passionately practices sustainable investment. A member of the Social Investment Organization, she is a regular contributor to community and national publications on sustainable investing. Cara teaches sustainable investment in seminars with children and adults alike, she hopes that she can inspire others to make money and to make a difference.

Cara's professional background includes executive positions in strategic management, mergers and acquisitions, customer service and professional services. She holds a BA from Carleton University and an MBA from Athabasca University.

Cara is married to David and together they are blessed with a son and a daughter. As a parent, Cara understands the power of her actions. She consciously works to practice her beliefs and commits herself personally and professionally to sustainability. Cara involves her pre-teens in their Mom's life passion, with hope that they too may one day choose to live their own individual passion.

Jennifer Watters
Investment Representative
As an Investment Representative, my specific role is to enable the day to day activities of your accounts. I understand that you as a client, your goals and dreams are the priority for our wealth practice.
On a more personal side I am a Warkworth native. I graduated from Carleton University with a BA in Law with concentration in Law, Policy & Gov't . I joined the financial industry in 2004. I enjoy spending time with my fiance Jordan, our adopted rottweiller, Mocha and our two adopted cats Mulder & Krycek. We cherish our times at our off grid cabin in Vennachar and during the winter months, we cheer for the Ottawa Senators.

¹All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.