Millar Private Wealth

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Millar Private Wealth - overview

Established

1980

Location

-, ON, Canada

Primary Industry

Financial Services

About

Based in Canada, Millar Private Wealth provides comprehensive wealth management services tailored to the unique financial needs of high-net-worth families and individuals, emphasizing personalized financial planning and investment management. Millar Private Wealth, founded in 1980, specializes in wealth management solutions tailored for high-net-worth clients. The firm has not undergone significant pivots in its business strategy and operates as an independent entity. The founder's background details are not publicly available.


The company was acquired by Harbourfront Wealth Management Inc. on July 24, 2025, although financial terms were not disclosed, enabling Harbourfront to enhance its growth and expansion aspirations. Millar Private offers a comprehensive suite of wealth management services designed to address the unique financial needs of families and individuals. The firm's core offerings include personalized financial planning, investment management, and insurance services.


Millar Private employs a holistic approach that integrates financial expertise with an understanding of family dynamics, aiming to create long-term value for its clients. It primarily serves high-net-worth families and individuals, helping them navigate their financial journeys while focusing on their specific goals and legacies. The company's services are marketed across North America and select international markets, ensuring a broad reach to both current and prospective clients. Millar Private generates revenue through its wealth management and insurance services, utilizing a direct-to-consumer business model.


Clients engage with the firm for tailored financial planning and asset management solutions, often structured as fee-for-service agreements based on the complexity and scope of the services provided. The firm may also offer subscription-based models for ongoing financial advisory, allowing clients continuous access to personalized support. Additionally, Millar Private's insurance offerings serve as a critical revenue stream by providing clients with essential risk management solutions, involving comprehensive consultations and detailed assessments followed by the implementation of customized financial strategies. Following its acquisition on July 24, 2025, by Harbourfront Wealth Management Inc.


, Millar Private Wealth is expected to leverage this new partnership to bolster its growth and expansion plans. There are no specific details available regarding upcoming new products or markets targeted for expansion. However, the acquisition is anticipated to support the firm's strategic initiatives aimed at enhancing its service offerings and market reach.


Current Investors

Harbourfront Wealth Management Inc.

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.millarprivate.ca

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Millar Private Wealth - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedMillar Private Wealth-

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