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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Miller Wealth Group

  • Home
  • Meet the team
    • Our Team
    • Our Internal Specialists
  • Our Approach
    • Advisor Managed Accounts
    • Personalized Financial Advice
    • Alternative Investments
    • Frequently Asked Questions
  • Clients We Serve
    • Business Owners
    • Saving For Retirement
    • Family Offices
    • Referrals
  • Market insights
    • Wood Gundy Insights
    • Our Blog
  • Contact us

Business Owners

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 970-5302
Email Email us
Email Email
Telephone Number Tel

Business Owners

 

Working With Business Owners is our Specialty

At The Miller Wealth Group, we focus our practice on working with Business Owners, and in managing their wealth.  Through our vast experience, we know that business owners have unique wealth management and financial planning needs – services that we have successfully provided for the past 15 years.

Over the years, we have built a unique insight into strategies that help business owners transition into an exit from their business – through a sale or through passing on that business to the next generation.  In fact, much of the money that we manage for clients is from former business owners who have successfully sold their businesses and are now living off the proceeds of that sale.

Whether you are just starting to see profits and growth in your business, or thinking of selling your business and using the cash flow to retire – we have the expertise to help.  In fact, you’re exactly who we specialize in helping.

 

 

 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.