Category: | Point of interest, Establishment, Finance, |
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Address: | 295 The West Mall #700, Etobicoke, ON M9C 4Z4, Canada |
Postal code: | M9C 4Z4 |
Phone: | (416) 695-8600 |
Website: | https://advisor.investorsgroup.com/en/charlie_miller |
I started working with Charlie Miller in 1995.
Since working with Charlie, he has always taken the time to help me set both personal and financial goals.
Over the years, he has provided me with the information, support and guidance that has given me every confidence that not just my financial goals are well understood but also my comfort level. He takes the time to understand me.
He is professional and approachable and is able to explain the details in a way that I understand.
And now as I transition into retirement, he is helping me set new goals because like most things, life is not stagnant and either am I.
I initially met Charlie Miller in 1997 to open my first RRSP account. More than 20 years later, he remains my principal financial advisor. In the beginning, I lacked comprehension concerning my finances. Charlie provided invaluable support and guidance to manage my money correctly. He offered solid advice when starting my own business, encouraging me to use software and keep track of my finances and organize my income taxes. Charlie cares about his clients' investments and wellbeing, and he is highly knowledgeable and experienced. I recommend him wholeheartedly.