Grant Miller, PFA

Grant Miller, PFA

  • Financial Security Advisor
    Offering Life, Health, Group Insurance and Investments
  • Mutual Fund Representative*

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 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 fiancé Lisa and our 3 children and I enjoy fishing 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

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
 

grant.miller@dfsin.ca

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 consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

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.