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As an Vice President, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice, Jeff strives to focus on each client to have a well-considered wealth plan that is tailored to their specific goals and needs. With over 20 years’ experience in financial services, Jeff has been helping clients to plan integrated wealth strategies since 2004.
Jeff has a Bachelor of Arts in Economics from the University of Calgary and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. In his free time, Jeff coaches his kids’ sports teams and enjoys getting out into the great outdoors.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/jeff.miller
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