Relationship Driven. Transparent. Accountable.
Jody Milne is a Senior Financial Advisor based in Edmonton and Parkland County, with primary locations at Spruce Grove and Stony Plain. He earned his Bachelor of Arts from the University of Alberta and holds the Personal Financial Planning (PFP) designation. Jody brings more than 22 years of experience to his role.
Client-First Philosophy
Jody is dedicated to helping clients reach their financial goals through personalized investment and retirement planning, with his client-first service philosophy. He builds strong relationships by understanding each client’s unique objectives and circumstances, then develops tailored solutions. Jody values serving as a trusted partner to personal and business clients. He guides them through their financial journey and develops effective strategies for the future, including retirement planning for business assets.
Outside the Office
Beyond the office, Jody is an avid golfer and skier who loves spending time with his family. When not on the golf course, he enjoys frequent trips to the mountains for hiking and mountain biking.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Meet by phone, video or in-branch.
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