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Mark Miller

Portfolio ManagerInvestment AdvisorVice President

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

Mark has over 20 years experience providing comprehensive investment and wealth management solutions to individual clients, corporate clients, Trusts and non-profit Organizations.  His areas of specialization include customized investment portfolios designed for income-oriented investors along with retirement income planning strategies for clients transitioning from the workforce to retirement.

Mark holds the following professional designations, Certified Financial Planner®, Chartered Investment Manager (CIM®), Financial Management Advisor (FMA), and has earned the Fellow of the CSI (FCSI), the highest honor bestowed by the Canadian Securities Institute.

Mark also provides his clients with financial planning, insurance, tax and estate planning services.  Mark takes pride in ensuring his investment solutions are designed around individual client’s needs, ensuring each solution is customized for each client.

In addition to his 20 years of specialized investment knowledge, Mark draws on the extensive resources and research capabilities provided by TD Securities and TD Bank Financial Group.

 

ADDITIONAL CONTACT

Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

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.

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Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

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Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?