Business Details
14 Years
experience
Your Trusted Financial Advisers in Kamloops, BC
Established in 2012, Miller Wealth is an independent wealth management practice dedicated to providing personalized financial planning solutions for individuals and corporations. Our client-centric approach prioritizes understanding each client's unique goals, concerns, and vision for the future, forming the foundation of customized financial strategies. With a team of experienced professionals holding designations such as CFP, BBA, and IFIC, we combine deep industry expertise with a commitment to transparency and integrity. Our services span retirement planning, risk management, tax optimization, and estate planning, supported by strategic partnerships with leading financial organizations.We operate from three British Columbia locationsKamloops, Kelowna, and Salmon Armensuring accessible, community-focused service. Our process emphasizes continuous monitoring and adjustment to align with evolving client circumstances, while our compliance framework ensures adherence to the highest regulatory standards. Through mentorship and professional development, we cultivate a team culture that values collaboration, innovation, and lifelong learning. Our technology infrastructure enables efficient data management and seamless client communication, reinforcing our commitment to exceptional service delivery.
Services
Retirement Planning
Investment Management
Risk Management
Tax Planning
Estate Planning
Education Planning
Details
- Year established: 2012
Highlights and features
- We offer 27 years of combined experience in wealth management and financial planning.
- Our team includes certified professionals with CFP, BBA, and IFIC designations.
- We implement a four-step process for customized, adaptable financial strategies.
- We maintain three accessible locations across British Columbia's interior region.
- Our compliance framework ensures adherence to Monarch Wealth Corporation standards.
Associations and certifications
- CFP Board
- IFIC
Services
Retirement Planning
We create action plans to meet retirement funding requirements by analyzing current assets, projected needs, and optimal withdrawal strategies. Our approach considers lifestyle goals, healthcare costs, and longevity factors while ensuring tax-efficient income streams. Clients receive ongoing portfolio adjustments to maintain alignment with evolving market conditions and personal circumstances.
Investment Management
Our investment strategies identify target asset allocations based on risk tolerance and financial objectives. We implement diversified portfolios combining equities, fixed income, and alternative investments while continuously monitoring performance against benchmarks. Regular rebalancing ensures alignment with market trends and client-specific goals like capital preservation or growth.
Risk Management
We conduct comprehensive risk assessments covering premature death, disability, critical illness, and long-term care scenarios. Our solutions include life insurance policies, disability coverage, and contingency plans that protect family assets while minimizing financial exposure during unexpected events.
Tax Planning
Collaborating with tax advisors, we develop strategies to reduce tax liabilities through registered accounts, income splitting, and capital gains management. Our approach integrates with overall financial plans to maximize after-tax returns while maintaining compliance with current tax legislation.
Estate Planning
We create estate distribution plans in coordination with legal advisors to ensure assets transfer according to client wishes with minimal tax implications. Services include will reviews, trust establishment, and strategies for business succession or charitable giving.
People
Andy Miller
President & Financial Advisor
CFP professional with 27 years of wealth management experience, founded Miller Wealth in 2012 to serve Kamloops residents. Focuses on honest, client-centered advice while mentoring team members.
Paetyn Freeze
Financial Advisor
BBA graduate with 8 years at financial institutions, specializing in client-focused solutions. Dean's List recipient with expertise in investment strategies and financial planning.
Scott Saito
Compliance Officer
15+ years in financial compliance and advisory roles, experienced in regulatory frameworks and client relationship management across British Columbia's diverse markets.
Amanda Moga
Financial Advisor
Certified professional with IFIC and life insurance licenses, offering comprehensive planning through investment, insurance, and tax expertise developed since 2008.
Tom Stow
Insurance Specialist
20-year insurance expert with major Canadian firms, specializing in family protection strategies and collaborative solutions with legal and accounting professionals.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, risk assessment, tax optimization, estate planning, and education funding strategies tailored to individual client needs.
How do you develop personalized financial plans?
Our four-step process includes understanding client goals, evaluating current financial status, developing customized strategies, and implementing monitored solutions with regular adjustments.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), professionals with BBA and IFIC designations, and specialists with 8-27 years of industry experience.
Where are your offices located?
We serve clients from three British Columbia locations: Kamloops (head office), Kelowna, and Salmon Arm, with additional support in Trail.
How do you ensure compliance and security?
We operate under Monarch Wealth Corporation's compliance framework and maintain strict data security protocols for client information protection.
