RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
When you work with Brenda Miller Family Wealth, you’re promised several things: world-class service, disciplined investing, and a plan-based wealth management approach that’s fully aligned to your unique objectives. By focusing on building a trusting, long-lasting relationship with you and your family, we can better understand your needs, ambitions, and goals and deliver personalized strategies in all facets of your wealth – from financial planning to retirement planning and beyond.
Our in-house financial planning strategy establishes your short- and long-term goals, outlines an actionable plan to achieve them, and is updated regularly to adapt to life’s key moments.
We provide true peace of mind by ensuring your assets are protected, your legacy is secured, and your loved ones are cared for with an up-to-date Will and thoughtful estate plan based on your wishes.
We focus our time on devising tax-smart strategies alongside your external professionals to greatly reduce your tax burden, avoid OAS clawback, and make the most of your hard-earned wealth.
Wherever you are on your road to financial success, we help you prepare for retirement and live the life you’ve always dreamed of with a comprehensive retirement plan that’s as unique as you are.
Whether you’re building, selling, or transitioning your business to the next generation, our team is expertly equipped to create the right plan to ensure your next steps are as seamless as possible.
You’ve worked hard to build a life you’re proud of – we work equally as hard to protect it with an all-encompassing plan that incorporates everything from life insurance to house insurance and beyond.
Discover what sets Brenda Miller Family Wealth apart.
