About Us

Welcome to Floer Milliken Group Private Wealth Management. We help clients commit to their Financial Plan through our unique wealth management process. This commitment to the plan creates the correct habits and confidence to ensure they achieve their life goals. We understand a sustainable and successful partnership requires mutual trust and respect - We manage people not money.

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Our Process

We implement a holistic approach to the financial planning process. It is not just about where you are today but where you want to be. It’s your financial future and we will custom-tailor solutions in your financial plan to address your unique goals and concerns.

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In the Community

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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How Can We Help ?

Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.

Home Ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability.

Planning to Retire?

Canadians are living longer than ever before. And while people once anticipated enjoying travel and leisure activities in their retirement years, things have changed.

Managing Your Own Business

Starting your own company is a challenging and risky business but can also be very rewarding.

Our Team

Education Centre

As part of our ongoing commitment to maintaining an enhanced level of service and thought-leadership, it is important that our team is continuously learning and sharing. We believe that education and knowledge help empower better decisions, and ultimately inspire greater financial confidence in our clients.

Here you can find the latest insights and resources from our team, IG Private Wealth Management and other top industry thought leaders.

2024 Outlook: Are we heading into a recession or recovery? Why not both?

Rick Floer |
As we wave goodbye to 2023, we can also expect to bid adieu to some of the key events of the year that made it especially challenging for the markets. The central bank interest rate rises, which brought about a mini banking collapse early in the year, appear to have come to an end, while inflation is moving toward target...
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2023 Fourth quarter market review

Rick Floer |
The final quarter of the year saw a rally in most asset classes and sectors, with both stocks and bonds increasing. The markets aggressively priced in an economic “soft-landing”, which impacted valuations across the board. Read More
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A lively start to the year breeds optimism

Rick Floer |
It’s Spring, and green is showing up everywhere. Is it a trader's dream or a signal of caution? In the past quarter, the S&P 500 Index, the benchmark for U.S. equities, achieved 24 new all-time highs; it’s climbed over 20% in the last six months without a visible drawdown in sight. This might spark a contrarian thought: Surely, this cannot...
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You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

Q1 market review: a strong start to the year

IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.

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