Millie Gormely, Senior Wealth Advisor

CERTIFIED FINANCIAL PLANNER®,

Master Financial Advisor - Philanthropy

Terms of Use

Effective September 14, 2026

These Terms apply to your use of AskMillie.ca, including its articles, videos, forms, downloads and other content.

About AskMillie

AskMillie.ca is the educational and marketing website of Millie Gormely, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER® professional and Master Financial Advisor – Philanthropy with IG Wealth Management.

Financial planning, investment, insurance and related services are provided through the appropriate IG Wealth Management entities and are subject to their applicable agreements, disclosures and regulatory requirements. Services are available only where permitted by law.

For more information, please review IG Wealth Management’s disclosures.

General information only

The information on this website is provided for general educational purposes. It is not personalized financial, investment, insurance, tax, accounting or legal advice.

Your circumstances are unique. You should speak with an appropriately qualified professional before making decisions based on information found on this website.

Financial and investment results cannot be guaranteed. Examples, opinions, testimonials and educational scenarios do not promise that anyone else will have the same experience or achieve a particular result. Past performance may not be repeated.

No professional relationship

Visiting the website, joining an email list, downloading a resource, submitting a question or booking an introductory meeting does not create an advisor-client or other professional relationship.

A professional relationship begins only after the appropriate IG Wealth Management onboarding and documentation requirements have been completed and accepted.

Accuracy and availability

I make reasonable efforts to provide useful and accurate information. However, financial rules, tax laws, market conditions and other information can change. Website content may therefore become outdated or incomplete.

Content, resources and website features may be updated, removed or temporarily unavailable without notice.

Forms and electronic communications

Website forms and ordinary email are intended for general questions, appointment requests and resource delivery.

Please do not send Social Insurance Numbers, account numbers, passwords, banking information, tax returns, investment statements, identification documents or other sensitive information through the website, ordinary email or text message. If confidential information is required, an appropriate secure method will be provided.

Submitting a question does not guarantee a response, and a general response is not a substitute for personalized professional advice.

Information about how personal information is collected and handled through AskMillie.ca is available in the AskMillie Privacy Policy. Marketing emails may be unsubscribed from at any time using the link provided in the message.

Use of website content

Unless otherwise stated, the original content and materials on AskMillie.ca are owned by or licensed to Millie Gormely, AskMillie, IG Wealth Management or their respective licensors.

Resources expressly offered for download may be used for your own lawful, personal and non-commercial purposes. Website materials may not be republished, sold, modified or used commercially without permission from the applicable owner.

You may not misuse the website, interfere with its operation or security, attempt unauthorized access, introduce malicious software, systematically collect website content or personal information, or misrepresent an affiliation with Millie, AskMillie or IG Wealth Management.

Third-party websites

AskMillie.ca may link to IG Wealth Management and other third-party websites and services. These links are provided for convenience. I do not control those services and am not responsible for their content, availability, security, products, transactions or privacy practices.

Your use of a third-party website or service is governed by its own terms and policies.

Limitation of responsibility

To the extent permitted by law, Millie Gormely and AskMillie are not responsible for losses arising from reliance on general website content, inability to access the website or use of a linked third-party service.

Nothing in these Terms limits any legal right or responsibility that cannot lawfully be limited.

Changes to these Terms

These Terms may be updated as the website changes. The current version and effective date will be posted here.

Contact

Millie Gormely
AskMillie
Suite 100,
1113 Jade Court
Thunder Bay, Ontario P7B 6M7
[email protected]

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®

More Than Numbers

Financial Planning for the life you REALLY WANT

Join the email list & get the first four chapter videos of my new book—free. A bonus gift to welcome you.

Learn More About My Book
More Than Numbers by Millie Gormely

Learn How Millie's Guidance Can Support You

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Millie Gormely, Senior Wealth Advisor, CFP® MFA-P

CERTIFIED FINANCIAL PLANNER®,

Master Financial Advisor - Philanthropy

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.