Quadrant Private Wealth
T. James Miller currently serves as the Director of Wealth Planning at Quadrant Private Wealth since November 2019, also holding the title of Manager in Personal & Corporate Tax Planning. Previously, T. James Miller spent over six years at BDO Canada as a Tax Manager and progressed through various roles in taxation. Experience at the Canada Revenue Agency includes positions focused on error inspection and training from February 2011 to February 2013, and earlier roles from 2001 to 2006. T. James Miller's experience also encompasses work with Agriculture and Agri-Food Canada, analyzing AgriStability applications. Educational qualifications include a TEP designation from STEP Canada, completion of CPA Canada’s In-Depth Tax program, and a Bachelor of Arts from the University of Manitoba, alongside other credentials in accounting and taxation.
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Quadrant Private Wealth
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Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan. Its head office is located in Winnipeg, Manitoba. Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant Private Wealth provides a range of wealth management services such as: Portfolio Management; Wealth Planning; Philanthropic Planning (through GiftPact Foundation Inc.); and Insurance Solutions (through Quadrant Estate & Insurance Services). The content is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. The information was obtained from various sources believed to be reliable. For more important information, please visit https://quadrantprivate.com/disclosures-disclaimer/