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.
2The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
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