Specialists For Your Financial Future

Miller and Associates is an independent Wealth Management Practice that specializes in Financial Planning for Individuals and Corporations. We work to represent our clients and have several financial organizations that we choose to work with to provide our clients with the best solutions for their unique financial situations.

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Our Process

We develop customized financial plans that are tailored
to achieve your personal and corporate goals.

Step 1

We take the time to understand your current situation, priorities, concerns, goals and vision for the future as this information will provide a strong foundation to build your customized financial plan.

Step 2

We will work to clarify your present financial status, and identify any problem areas and opportunities.

Step 3
Review & Develop

We will develop a customized financial plan that is tailored specifically for you which will include recommendations to take you from your current situation to accomplishing your goals for the future.

Step 4
Implement & Monitor

We will work with you to implement your plan and develop a systematic review schedule to ensure adjustments are made when changes in your current situation to accomplishing your goals.

Our Services

We provide our clients with the best solutions for their unique financial situations.

Retirement Planning Investment & Asset Management Risk Management Tax Planning Estate Planning Education Planning

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Meet The Team

Our team corroborates together to deliver the best possible solution ensuring our clients get exactly what they need. We recognize that each of us bring our own strengths, and by working with each other and being empowered to contribute in our own way, our team comes together.

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We'd Love To Hear From You

We have a spacious and modern office located in the center of Kamloops where we meet with clients. Feel free to contact us with any questions or to set up a consultation.