Mark Miller

Mark Miller
Mark Miller

Senior Portfolio Manager

Senior Investment Advisor

CIM®

CFP®

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 501-7443

Mobile

(905) 501-7443

Office Location

25 Watline Avenue 6th Floor Mississauga, ON L4Z 2Z1. map

See Additional Office Locations

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 honour bestowed by the Canadian Securities Institute.

Mark also provides his clients with financial planning, insurance strategies, tax planning strategies and estate planning strategies.  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 Group.

Phone

Toll Free

1(888) 866-3723

Branch Phone

(905) 501-8200

Branch Fax

(905) 501-8231

Certificates

CIM®

CFP®

FCSI®

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time.

Our Solutions

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Determine Solutions

Our experienced team works together to develop a personal strategy that is designed to help you meet your specific goals. 

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Our Services

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.