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Caleb Miller
Co-Founder & Managing Director at Investordna
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Work Experience
Co-Founder & Managing Director
Aug 2018 - Present · 6 years and 5 months
Co Host
Mar 2022 - Present · 2 years and 10 months
Wealth Advisor
Apr 2013 - Aug 2018 · 5 years and 4 months
Company Details
2-10 Employees
InvestorDNA is a Calgary based company with an award-winning team of financial advisers. We help Canadians aged 50+ get into a position of financial clarity so you can move into retirement readiness and enjoy your ideal lifestyle sooner. Our expertise is retirement income planning and we want to make sure that you retire with the MOST out of your retirement income and the only way to do that is have a game plan on where you're going to be drawing your income from. With multiple income sources to take into consideration, things can get complicated really fast but with careful and strategic planning, we know this can be a real game changer!
Year Founded
2018
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1212-31st Ave NE Suite 204 Calgary, Alberta T2E7S8, CA
Keywords
Financial PlanningWealth ManagementInvestment Managementand Retirement Income Planning
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