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In order to deliver the client-centred care we pride ourselves on, we leverage decades of financial services experience, industry-leading educational credentials, and true collaboration to secure your financial future. Working diligently to follow through on our world-class service plan, our cherished clients and friends benefit from true peace of mind knowing we’re always a simple phone call away.
Senior Portfolio Manager, Investment & Wealth Advisor
Brenda is a senior portfolio manager, investment and wealth advisor with over 25 years of experience in the financial services industry. Her storied career has been defined by her strong work ethic and her deep commitment to providing the highest level of service to her clients. Day to day she wears a variety of hats, from staying abreast of the markets and managing our disciplined investment approach to meeting with clients and ensuring their wealth planning and retirement goals are on track. In everything that she does, Brenda gives it her all and prides herself on leading Brenda Miller Family Wealth by devoting her time, energy, and resources to her clients – many of whom have become close friends over the years.
An accredited wealth and investment professional, Brenda holds a variety of professional designations that empower her to provide the highest level of advice and service. These include the Certified Financial Planner (CFP) designation, the Chartered Investment Manager (CIM) designation, and the Fellow of Canadian Securities Institute (FCSI) – the pinnacle financial services credential and the highest honour in Canadian financial services. She is also insurance licensed, which enables her to implement an appropriate strategy to support your personal and corporate estate planning needs.
Brenda was born and raised in Durham Region and has proudly called it her home her entire life. She has become a true pillar of the community through her active involvement in a variety of charitable endeavours and is thankful for the countless relationships she’s been able to form over the years. In her spare time, she enjoys spending time with her husband, two wonderful children, two cats, and new puppy. She also enjoys socializing, spending time at the cottage, and travelling with family and friends.
Senior Associate
Betina is a highly skilled wealth professional with more than 15 years of industry experience, having begun her career in finance in 2009 at another leading institution. As senior associate for Brenda Miller Family Wealth, she works closely with Brenda to implement our wide-ranging wealth management services and ensure our clients can achieve their unique goals. Some of Betina’s primary responsibilities include helping with our clients’ personalized financial plans, addressing complex client inquiries related to trusts and tax, and ensuring our office runs smoothly and efficiently.
Betina studied economics at the State University of Campinas (Unicamp) in Brazil and has completed several industry courses that enable her to act as a licensed investment representative for our team. She is committed to education and pursuing further professional designations.
Originally from Brazil, Betina is proud to call Canada home alongside her husband and two young sons. Outside of the office, she remains active in her kids’ extracurricular activities including basketball, archery, and soccer, enjoys making use of her artistic skills in the kitchen (sugar cookies are her specialty), and likes travelling to international destinations each year.
Associate
A member of Brenda Miller Family Wealth since 2018, Taylor quickly established himself as a key contributor to our team in a variety of important ways. As an associate, he is responsible for several functions including bulk trading of our investments, acting as the primary contact for DS Online access and inquiries, and meeting preparation to ensure the best use of our clients’ time. He also acts as our in-house technology expert and social media manager, and truly enjoys the variety of his work and his daily interactions with clients.
Taylor is a graduate of the University of Ontario Institute of Technology (UOIT) with a Bachelor of Commerce (Finance), as well as Durham College with a Computer Programmer Analyst diploma. He has also completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute.
Taylor was born and raised in Clarington. Outside of the office, he enjoys spending his time on software and game development.
Matthew never planned on building a career in finance, but when a client of Brenda’s recommended him to Brenda Miller Family Wealth because of his exceptional administrative skills, he leapt at the opportunity and never looked back. Matthew has a strong passion for client service and acts as our first point of contact, getting to know our clients and seeking to deliver a personalized service as unique as they are. Some of his primary responsibilities include managing the client onboarding and account opening process, booking reviews and regular phone calls, managing Brenda’s schedule, and handling a variety of client inquiries related to deposits, withdrawals, contributions, and more. If Matthew doesn’t have the answer – though he probably does – he will make sure you’re connected to the right member of our team who can help.
A graduate of Durham College with an Executive Office Administration diploma (honours), Matthew is committed to continuing education and furthering his financial skills. To that end, he has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute.
Matthew lives in Oshawa with his fiancé, Derek. In his spare time, he enjoys cooking new recipes in the kitchen and canning, dehydrating, and juicing. He also enjoys documentaries and travelling abroad. Additionally, Matthew donates blood regularly and participates in a variety of charitable activities with colleagues across RBC.
Discover what sets Brenda Miller Family Wealth apart.
