Mr. Miller focuses on the management our Private Clients’ investment assets and oversees the process to first determine and then meet each client’s complex financial needs.

He is a registered Chartered Investment Manager and has spent the past 17 years working with High-Net-Worth Families and their investments.

Mr. Miller lives in Edmonton with his wife, Trisha, daughter, Mackenzie, twin boys, Ben and Erik, and dog, Charlie. He enjoys reading, participating in triathlons, and coaching various youth sports that his children participate in.

Melinda’s goal is to provide you and your family with the highest level of service possible. A first point of contact for our team, Melinda oversees client service, ensure all client requests are met, oversees our administrative work, and provides clients / Accountants with tax reporting. As well, Melinda books our client review meetings and follow-up calls.

Sana works with our team members to provide the highest level of service possible to our clients and partners.  As another first point of contact for our clients, Sana works to ensure that all client request are met, and further supports our team in various roles such as data calculation, client support materials, and marketing.

Rick focuses on working with clients to create long-term personal financial plans.
He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as clients' other professional advisors.  Rick is an accredited financial planner and has served high net worth families for over 15 years.
In his free time Rick enjoys golf, cycling & hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab named Lincoln.