We at Milner Financial aim to help clients meet their financial needs and achieve their financial goals while protecting their families and their wealth. We care greatly for our clients and aim to ensure they are taken care of when the unexpected happens. We take a team approach to financial needs analysis to ensure clients feel comfortable and informed with regards to the solution developed just for them. Our investment services include investments through Registered Plans (RRSP, RRIF, RESP), TFSAs, First Home Savings Accounts, Group Plans, Segregated Funds, and more. We also offer Life, Disability, and Critical Illness Insurance through over 10 carriers to ensure your coverage is best suited to you.
View Top Employees from Milner FinancialWebsite | https://milnerfinancial.ca/contact |
Revenue | $4 million |
Employees | 2 (1 on RocketReach) |
Founded | 1989 |
Address | 21 Buck St, Cobourg, Ontario K9A 2L1, CA |
Phone | (905) 373-0300 |
Fax | (905) 373-0302 |
Industry | Financial Services, Finance General, Finance |
Competitors | Monteith, Monteith & Co., NorMaxx Financial Group, SOLE Financial |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The Milner Financial annual revenue was $4 million in 2024.
1 people are employed at Milner Financial.
Milner Financial is based in Cobourg, Ontario.
The NAICS codes for Milner Financial are [5239, 523, 52, 52393].
The SIC codes for Milner Financial are [62, 628].