Millie Gormely, Certified Financial Planner®
I Bring Clarity, and Calm-to Your
Financial Life
You don’t have to do it all yourself. I’m in your corner.
I work with independent women—whether you’re single, divorced, widowed, or choosing to keep your finances separate from a partner—who are ready for a more strategic, more confident approach to managing their money.
Our Commitment to you
Don’t settle for an advisor who only recommends an investment portfolio. You deserve an advisor who takes into account every aspect of your financial life. We’re committed to providing you with:
Access to investment products, which help your money grow faster.
Tax planning to help you keep more of what you earn.
A mortgage strategy that helps you reach your financial goals faster.
Estate planning advice, to ensure that all your wishes are carried out.
Retirement income strategies so you can enjoy your lifestyle today and in the future. Regular, proactive reviews of your Living Plan to ensure it meets your goals and your needs.
Resources
Divorce GPS: Book
A Guide Through the Toughest Terrain: Real Experts. Real Talk. Real Tools.
Year-end financial tips: 1-minute Video
Millie Gormely CFP® Speaker
Make your 2025 year-end planning easier—and more effective. Watch this 1-minute video with quick pointers on what to look at now with the must-do moves to maximize your returns.
Learn More
Retirement Readiness
5 min Quiz.
Brought to you by: Millie Gormely, CFP
Are you headed in the right direction? Take this short quiz to discover just how ready you are to retire. Uncover gaps in your planning, and any missed opportunities to make the most of your resources. Preparing for retirement can seem overwhelming, but assessment tools like this one can help you take control and ensure you’re moving towards the life you want.
IG Living Plan Snapshot
Find out how strong your financial plan is for: preparing for the unexpected.
Take the IG Living Plan Snapshot to get an understanding of how prepared you are and whether you are on track to meet your financial goals. After answering a few questions, you’ll receive a score for each dimension of your financial well-being.
Money Mindset
2 min Quiz.
Brought to you by: Millie Gormely, CFP
Most financial decisions we make are directly correlated with our personality and spending behaviour.
Get a better idea of your relationship with money by finding out your Money Mindset.
Frequently Asked
Who can I help
While I help my clients build long-term financial stability, my expertise shines brightest during life’s biggest transitions.
Whether you’re navigating a divorce, coping with the loss of a partner, or making important decisions about retirement, pensions, or long-term care—these are the moments when emotional overwhelm often meets financial uncertainty. And more often than not, I hear: “I just need someone to help me figure this out.”
That’s where I come in—with clarity, compassion, and a plan that makes sense.
I offer comprehensive financial planning, investment management, and insurance strategies for women living in Ontario with $250K or more in investable assets.
Services I offer
Retirement planning and Pension optimization.
Cash flow clarity and sustainable spending strategies.
Investment guidance aligned with your goals and risk tolerance.
Long-term care and insurance reviews.
Estate and legacy planning coordination.
Before becoming a CERTIFIED FINANCIAL PLANNER®
I worked as an insurance claims adjuster—helping people only after something had already gone wrong. That experience shaped how I work today: I meet women where they are, build relationships over time, and take a proactive approach to help them feel more in control of their financial lives.
My goal for you is simple
"To guide you through life’s changes—big and small—with advice that’s grounded, practical, and personal."
-Millie Gormely, CFP®
Learn How Millie's Guidance Can Support You
Learn How Millie's Guidance Can Support You
Millie Gormely, CFP®
CERTIFIED FINANCIAL PLANNER®
IG Wealth Management Inc.
Mutual Fund Division
(807) 626-6527
Trademarks, including IG Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations.