Helping Clients Achieve Their
Financial Goals Since 1982

Empowering your financial future with trust and expertise.
Together, we build wealth and secure your tomorrow.

Helping Clients Achieve Their Financial Goals Since 1982

The future will come whether you plan for it or not. Will you have the future you want or the future that happens by default?

Your Financial Road Map Experts

Our team has been in the financial services business since 1982. We specialize in helping our clients achieve their financial goals for the reasons that are important to them.

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Your Goals

We take the time to understand your values. It is important in our process to understand why you have the financial goals you do.

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Customized Solutions

The planning process is ongoing through life's changes. You can count on us to customize your financial roadmap to your changing lifestyle and goals as you progress towards achieving them.

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Experience

Our history in the financial services industry gives us the experience and knowledge to give you the greatest probability of achieving your financial goals.

Our Solutions

Personalized financial solutions for every individual. Because no one solution fits all. Milleker Financial sits down with you to find out exactly what your goals are. Then we develop a written strategy to help you achieve your goals.

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Retirees

With a customized cash flow plan, you can have the retirement you've always dreamed of.

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Agriculture

Let us grow your wealth,
while you grow your crop.

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Young Families

Focus on your family,
let us plan for your future.

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Business Owners & Professionals

Each business has unique planning needs. We will deliver the right solutions

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Our Team

With over 35 years in the industry, the expert team at Milleker Financial is able to help with any and all financial related questions. We're always excited to meet new people. Ready to talk about the future? Give us a call.

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Daryl Milleker

Daryl has been in the financial services industry since 1982 and started Milleker Financial Inc. shortly thereafter. Holding an economics degree as well as the Certified Life Underwriter and Chartered Financial Consultant designations, he offers a wealth of knowledge and experience to our clients. He is a life insurance agent with Milleker Financial Inc. offering retirement planning as well as tax and estate planning. He is a wealth advisor with Worldsource Financial Management Inc. Daryl is also a member of Advocis. When he's not in the office, you'll see him on the golf course, spending time at the cabin, playing hockey and volunteering his musical talents to his Church.
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Matthew Milleker

Matt joined Milleker Financial in 2009. He has a finance degree and is a Qualified Associate Financial Planner® as well as holding an Advanced Certificate in 3H Financial Planning™ through FP Canada Institute™. Matt is a financial planner with Worldsource Financial Management Inc. Matt is also a life insurance agent with Milleker Financial offering retirement planning, income tax & estate planning, and financial planning for business owners, families, and retirees. In Matt's spare time he enjoys being outdoors, playing percussion in the Poltava orchestra, and spending time with his family.
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Mark Milleker

Mark is the director of client services at Milleker Financial. He joined in 2012. Mark ensures that our client's accounts and policies are set up properly and that all appropriate reports are created for client reviews. He is also a life insurance agent with Milleker Financial offering life insurance and segregated fund sales. Mark assists our clients with their tax preparation and filing and has over a decade of experience doing so. Outside of the office Mark enjoys spending time outdoors.
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Andrew Milleker

Andrew joined the Milleker Financial team in 2019 bringing with him experience in management, sales, and client service. He holds a bachelor’s degree with distinction in political science from the University of Regina. In client services with Milleker Financial, Andrew works to ensure that your experience with us is exceptional. He is usually the first person you will talk to when you need transactions processed, meetings scheduled, and basic questions answered. He is also involved in income tax preparation for our clients. Andrew is a licensed life insurance agent with Milleker Financial offering life insurance and segregated fund sales. In his free-time, Andrew enjoys gardening, the outdoors, and painting. He lives in Regina with his wife and two cats.

Andrew Milleker is associated with Milleker Financial and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
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Rhonda Hamann

With a career spanning over 3 decades, Rhonda has refined her skills in the administrative support role beginning in 1987. With her adaptability, strong organizational skills and attention to detail, this adds to the maintenance of smooth daily operations providing administrative support to the organization and its continued success.

Rhonda Hamann is associated with Milleker Financial and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.

What People Say About Us

"They have passion, knowledge, and a genuine interest in achieving the best for their clients."

Aaron B

"The team at Milleker Financial are flexible, knowledgeable, and always put their clients wishes first."

Leo V

Our Process

We follow a detailed three meeting financial roadmap process to ensure
your financial goals are always being met.

1. Discovery Meeting

- Initial Interview
- Complete Financial Road-Map

2. Implementation Meeting

- Take Action On Your Plan
- Begin Implementing Comprehensive Lifetime Financial Strategy
- Review Action-Plan

3. Progress Update

- Follow-up on Actions Taken
- Measure Progress Since Implementation
Meeting

4. Goal Progress Outlook

- Measures Progress Towards Your Goals
- Review General Structure and Asset Strategy
- Comprehensive Review & Update Of Estate Plan

5. Financial Road-Map Update

- Update Comprehensive Financial Strategy
- Review Updated Financial Road-Map
- Review Comprehensive Strategy For Cash & Debt

Recent Blog Posts

2020, so Far

By Matt Milleker | March 12, 2020

2020, so far The COVID-19 (novel coronavirus) outbreak is having near-term economic consequences as investors are pricing in the risk of the infection continuing around the world, for the time being. At first, investors didn’t pay a lot of attention […]

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The Need for Life Insurance

By Matt Milleker | August 10, 2019

It should come as no surprise when I say that life insurance is extremely important in any financial plan. There isn’t a set amount or kind of life insurance that every person should have. You are all unique and have […]

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Have A Question?

We have an answer. Call us at 1 (306) 585-0030

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