William Edward Milne, CFP®, CLU®
Estate & Business Planning Specialist


Canna Milne Financial

 

Canna Milne Financial

Understanding. Vision. Solutions.

Brett Canna, CFP®, ChFC®, CLU® and William Milne, CFP®, CLU® are affiliated with Northwestern Mutual.

Brett and Will are graduates of the University of Pennsylvania's Wharton School of Business and have over 25 years of financial planning experience with expertise in complex estate, business transition, retirement and investment planning.

As Wealth Management Advisors and Directors of Business and Estate Planning, we offer unique perspective and advice gained through decades of work helping sophisticated clients and business owners.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Advisors, we will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let us help you ensure your financial future is all you want it to be.

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck