David Miller Licensed Monetary Planner

Miller’s aim is to safeguard the monetary goals of his purchasers. He strives to guard the property they’ve labored laborious to build up all through their lifetime. Miller offers goal recommendation primarily based on his deep and thorough understanding of every consumer’s private state of affairs. He delivers complete cross-border monetary planning recommendation whereas making it simple to grasp. He’s sure by a fiduciary commonplace. He locations his purchasers’ pursuits first, above all else.

Who does he work with? For the final 20 years Miller has been dedicated to helping households, enterprise house owners, and retirees on either side of the border. He works alongside a extremely skilled, impartial, wealth administration workforce at Cardinal Level Wealth Administration.

Why did you develop into a planner?

“After studying Wealthy Dad Poor Dad (Warner Books, 2000), I spotted that there’s a major want for monetary literacy on this nation.”

What’s your method to monetary planning?

“It’s at all times goals-based planning, client-first recommendation and evidence-based investing.”

What’s your proudest achievement as a monetary planner?

“Being nominated to the board of the Institute of Superior Monetary Planners.”

What would you do if cash had been no object?

“I’d assist people and households develop into extra assured with their funds by monetary schooling.”

What’s the finest cash recommendation you ever acquired?

“Deal with what you may management—cease worrying about the remaining.”

What’s the worst cash recommendation you ever acquired?

“Put your belief within the banks.”