Kristie Miller

Kristie now celebrates over 15 years of experience in the financial services industry. As a graduate of Assiniboine College in 2011, Kristie holds a Diploma in Business Administration, majoring in Financial Services. Building on her education through college, she obtained her Certified Executor Advisor (CEA) designation in 2015. Kristie is dually licensed in Life Insurance and Mutual Funds and is a member of Advocis, The Financial Advisors Association of Canada.

Kristie uses comprehensive, multi-scenario financial modeling to help clients see the lasting impact their current decisions can have over time. She believes financial planning is about more than rates of return and fund selection — it is about education, clarity, and developing comprehensive, actionable strategies that align with each client’s values and goals.

Kristie specializes in serving affluent families and farm operations, with a particular focus on farm succession and estate planning. Growing up in Justice, Manitoba, and now residing in Brandon, Manitoba, she understands the unique needs of rural families and multi-generational wealth planning. Her deep connection to the region allows her to offer both technical expertise and personal insight. 

Outside of the office, Kristie enjoys traveling with her wife, spending time in the garden, and going for walks with their wiener dog, Doug.