I am pleased to announce my move to Acumen Capital Partners! Please allow me to express my gratitude for your business. Together, we have developed a relationship that is very important to me, and I hope to retain your trust going forward.
The decision to change investment firms can be difficult. My simple criteria of prioritizing the interests of my clients made it clear to me what I had to do. I am fully aligned with Acumen’s commitment to putting clients first.
I look forward to assisting you with your Wealth Management needs. My office remains at the same location:
101 – 2655 Mary Hill Road
Port Coquitlam BC
To reach me, please call me at 604.474.5236 or email me at firstname.lastname@example.org. Thank you for your continued trust.
Robert Miller (Rob) has been helping individuals and families create and implement customized financial plans that suit their unique set of circumstances and goals since 1996. To further add tax efficiencies to investing, Rob utilizes fee-based accounts. Contact Rob for details.
Rob firmly believes that getting to know his clients well and building long-term relationships is the best way to help them financially at every stage of their life.