Mark Miller, Investment Advisor,Mississauga, ON

Phone

Office

Mobile

Office Location

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

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.

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Investment Planning
Retirement Planning
Transfer of Wealth
Will and Estate Planning

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

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Retirement Planning
Tax Mitigation Strategies
Asset Protection Strategies

Tailored Solutions

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

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Investment Planning

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Retirement Planning

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Will and Estate Planning

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.

Let's Connect

Your Unique Goals

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.