We have chosen for you. It’s not the right location? You can change it anytime.
Grant Miller, PFA
- Financial Advisor
- Life and Health Insurance Advisor
About Me
I am an independent Financial Advisor at Desjardins Financial Security Independent Network, in Oshawa, Ontario.
Helping retirees simplify their finances and organizing their estate plans is my passion and area of expertise.
Since entering the industry in 2002 I have acquired the Professional Financial Advisor (PFA) and Elder Planning Counselor (EPC) designations. With a commitment to continuous learning, I am qualified to assist business owners and elder clients with their unique retirement and estate planning needs. I am also licensed to provide life and health insurance products, as well as investment products including mutual funds, segregated funds, annuities and GIC’s.
I live in Oshawa with my wife Lisa and our 3 children and I enjoy fishing, hunting and mountain biking.
Mission
To help you clarify your priorities, establish measurable goals and develop comprehensive, customized plans that will guide you to a comfortable retirement, on your terms..
Values
- Honesty
- Integrity
- Discipline
- Resilience
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll walk you through all aspects of your finances::
- Analyzing your investments
- Evaluating your insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
- End of life planning
Book your private planning session now and let’s get started.
(905) 443-1026
88 Centre St. N.,
Oshawa, ON L1G 4B6
Phone : 905-433-1026 ext 5506
Cell: 905-439-5726
Toll-free: 1-888-288-4140
Fax: 905-443-1030
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.