Kate P.'s Colleagues at Miller & Associates Wealth Management
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Miller & Associates Wealth Management
Kate P.'s Company Details
We are an independent Wealth Management Practice based in Kamloops, BC.Miller & Associates has a singular primary client-driven focus, adhering to the needs and goals of our clientele. We provide a full-service offer, assessing the goals and needs of all our clients to proficiently develop a fully integrated strategy to help clients achieve their lifetime goals. ▷ We are 100% independent. We are not owned, or affiliated in any way with any bank, mutual fund company or insurance company, or a large parent company. We are legitimately independent. ▷ Because of this, we are able to research every available investment and insurance option available for our clients with unbiased intention. ▷ We subscribe to 3rd party investment research software which affords us the opportunity to compare investment options in several categories including risk metrics, return history, managerial tenure, cost, turnover and tax implications, amongst several other factors we take into consideration.▷ With respect to Financial Planning, we manage more than just our client's investment accounts. Our approach is truly holistic and broad in scope. We plan for their retirement, major purchases, risk management, and assist with Estate Planning for our clientele to pass their wealth to their heirs, or charity, in the most efficient and effective fashion. Almost like a type of concierge service, we enlist and recommend the services of other Kamloops professionals including legal advice, accounting advice, and mortgage broker services, all working together as a team to ensure the client has each area of their particular situation completed by professionals. OUR SERVICES▷ Retirement planning;▷ Active investment management balanced with risk management;▷ Insurance planning;▷ Educational planning for the future of children;▷ Tax planning; ▷ Estate planning to ensure efficiency in the transition of assets to the next generation of loved ones.