David Miller is a licensed Private Wealth Manager and Portfolio Manager with Cardinal Point. David has been providing advice to high net worth and affluent individuals and families for over 10 years. Along with an honors degree from Mount Royal University’s Bachelor of Financial Services Applied program in 2005, David is a Certified Financial Planner® Professional (2007), Chartered Investment Manager® (2014) and Registered Financial Planner (2017). David prides himself on helping growing families and retirees get organized, focus more on their priorities and make smarter decisions with objective recommendations. This allows them to feel more confident and avoid mistakes with increased financial literacy. He is also the host of “The Advanced Financial Planner” Podcast with the Institute of Advanced Financial Planners.