For over a decade, Miller has been helping affluent families build and preserve wealth while delivering white glove client service. By using a comprehensive financial plan as the foundation to his approach, he is able to truly understand his clients’ ambitions and craft bespoke investment solutions to help realize those ambitions.

Miller is a graduate of the University of Saskatchewan and holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Outside of work, he enjoys travelling with his family.

Calla brings over 14 years of experience in high-caliber financial roles, encompassing private banking, lending, and wealth management. As an Investment Advisor, Calla specializes in comprehensive wealth management and financial planning, catering to the sophisticated needs of affluent business owners, executives, professionals, and their families. Based in downtown Vancouver, she serves a discerning clientele across the Lower Mainland, the Fraser Valley, the Toronto area, and internationally.

Calla holds a Bachelor’s degree in Business Administration and continually enhances her expertise with key industry designations such as Personal Financial Planner (PFP). Beyond professional endeavors, she is deeply committed to community service through active volunteer work and enjoys a personal life with too many interests and hobbies to name.