Business Details
14 Years
experience
Your Trusted Financial Planning Partner in Kamloops
Miller Wealth is an independent wealth management practice dedicated to providing comprehensive financial planning solutions for individuals and corporations. Founded in 2012 by Andy Miller, a Certified Financial Planner with 27 years of industry experience, our firm prioritizes client needs through personalized strategies tailored to unique financial goals. Our team of professionals collaborates to deliver customized solutions, leveraging expertise in retirement planning, risk management, tax optimization, estate planning, and education funding. We adhere to core values of honesty, dedication, and client empowerment, ensuring transparent communication and long-term relationship-building. With offices in Kamloops, Kelowna, and Salmon Arm, we serve clients across British Columbia, combining local market knowledge with national financial resources.Our process begins with understanding client priorities, followed by evaluating financial status, developing tailored plans, and implementing systematic reviews to adapt to life changes. We maintain partnerships with leading financial institutions to offer diverse investment and insurance products, while emphasizing compliance and ethical standards. Our commitment to continuous learning ensures clients benefit from evolving industry insights and regulatory updates. By fostering a culture of collaboration and professional growth, we aim to empower clients to achieve financial security and long-term prosperity.
Services
Retirement Planning
Investment Management
Risk Management
Tax Planning
Estate Planning
Education Planning
Details
- Year established: 2012
Highlights and features
- We offer over 27 years of wealth management experience through our founder, a Certified Financial Planner.
- Our team provides personalized financial strategies tailored to your unique life goals and circumstances.
- We maintain partnerships with leading financial institutions to offer diverse investment solutions.
- Our process includes systematic plan reviews to adapt to changing financial situations and objectives.
- We operate with transparency, prioritizing client education and ethical financial practices.
Services
Retirement Planning
We create action plans to meet retirement funding requirements by analyzing current financial status, projected needs, and investment growth potential. Our approach considers lifestyle goals, healthcare costs, and tax implications to ensure sustainable income throughout retirement. By combining risk assessment with portfolio management, we help clients achieve financial security while maintaining flexibility for changing circumstances.
Investment Management
Our personalized investment strategies identify optimal asset allocation based on risk tolerance, financial objectives, and market conditions. We implement diversified portfolios using mutual funds and other instruments while continuously monitoring performance. Regular reviews ensure alignment with evolving goals, balancing growth potential with capital preservation through disciplined rebalancing and tax-efficient strategies.
Risk Management
We conduct comprehensive risk assessments to identify vulnerabilities in premature death, disability, and long-term care scenarios. Our solutions include life insurance, critical illness coverage, and disability protection tailored to family needs. By integrating these safeguards with estate plans, we help mitigate financial risks while ensuring client assets remain protected against unforeseen events.
Tax Planning
Collaborating with tax advisors, we develop strategies to minimize tax liabilities through legal deductions, credits, and investment structures. Our approach considers income splitting, retirement accounts, and business tax planning to maximize after-tax returns. We ensure compliance with evolving tax regulations while aligning strategies with broader financial objectives.
Estate Planning
We coordinate with legal advisors to create estate plans that distribute assets according to client wishes while minimizing tax burdens. Our services include wills, trusts, power of attorney arrangements, and beneficiary designations. By addressing probate efficiency and intergenerational wealth transfer, we help preserve family legacies through structured, legally sound frameworks.
People
Andy Miller
President & Financial Advisor
Certified Financial Planner with 27 years of experience, founded Miller Wealth in 2012 to serve Kamloops residents. Prioritizes client education and ethical financial practices while mentoring associates.
Paetyn Freeze
Financial Advisor
BBA graduate with 8 years in financial institutions, specializing in client-focused solutions. Recognized for academic excellence at Thompson Rivers University while serving Kamloops community.
Scott Saito
Compliance Officer & Financial Advisor
15-year financial industry veteran with expertise in compliance and client relationship management. Brings diverse experience from investment advisory and branch management roles across British Columbia.
Amanda Moga
Financial Advisor
Licensed professional with IFIC and life insurance credentials. Combines legal, tax, and financial product expertise to create comprehensive planning solutions for individual and corporate clients.
Tom Stow
Independent Insurance Specialist
20-year insurance expert with experience at major Canadian banks and insurers. Specializes in creating client-focused protection strategies through collaboration with legal and accounting professionals.
Questions
What financial planning services does Miller Wealth offer?
We provide retirement planning, investment management, risk management, tax planning, estate planning, and education funding solutions tailored to individual and corporate needs.
How does Miller Wealth approach client financial planning?
Our four-step process includes understanding client goals, evaluating current financial status, developing customized plans, and implementing systematic reviews to adapt to life changes.
What qualifications do Miller Wealth advisors hold?
Our team includes Certified Financial Planners, licensed insurance specialists, and professionals with advanced degrees in finance and business administration.
Where are Miller Wealth offices located?
We have offices in Kamloops, Kelowna, Salmon Arm, and Trail, serving clients across British Columbia with in-person and virtual consultations.
How often are financial plans reviewed?
We implement systematic review schedules with clients to ensure plans remain aligned with evolving financial situations and long-term objectives.
