Bachelor of Commerce (Personal Financial Planning (PFPL))
2007-2013
Mount Royal University
Bachelor of Business Administration (B.B.A.) (Transfer Program)
2009-2010
Caleb Miller Skills
Personal Financial Planning
Financial Services
Building Trusted Relationships
Insurance Planning
Mutual Funds
Investment Portfolios
Investment Strategies
Life Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Insurance
Key Person Insurance
Insured Asset Transfers
Annuities
Segregated Funds
Health Plans
Employee Benefits
Mortgage Solutions
Banking Products
Retirement Planning
Financial Planners
Critical Illness
CRM
Financial Planning
Fixed Annuities
Leadership
Management
Project Management
Caleb Miller Summary
Caleb Miller, based in Calgary, AB, CA, is currently a Co-Founder and Managing Director at InvestorDNA Wealth Management. Caleb Miller brings experience from previous roles at Awe-Inspired and Retired Podcast, Canada Life Asset Management, Quadrus Investment Services and Penthold Investments. Caleb Miller holds a 2007 - 2013 Bachelor of Commerce in Personal Financial Planning (PFPL) @ University of Calgary. With a robust skill set that includes Personal Financial Planning, Financial Services, Building Trusted Relationships, Insurance Planning, Mutual Funds and more. Caleb Miller has 1 emails and 1 mobile phone numbers on RocketReach.
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