Moira Miller

Specialties

Moira has worked in the financial services industry since 1985.  At the beginning of her career, she obtained a degree in Education from the University of Victoria.  This has served her well in helping clients and our financial advisory team run in a well-oiled fashion. 

Moira supports Teresa in preparing financial plans, assisting in monitoring and reporting of investment portfolios, and helping to manage the day-to-day business. 

Degrees and Designations

• B. Ed. – University of Victoria

Other Education

• CSC, Honours (Canadian Securities Course)
• CPH (Conduct and Practices Handbook)
• LLQP (LLQP (Life License Qualification Program)

Personal

Like Teresa, Moira has been an avid volunteer.  The mother of two high-school dance students, she has served in event planning and costume design.  Moira’s husband, Steve, is a Chartered Accountant and avid triathlete.