Bryson Milley

Financial Advisor, Director
BA CFP CIM FCSI

As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes.  Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.


Bryson Milley

Financial Advisor, Director
BA CFP CIM FCSI


As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes.  Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.


Bryson Milley

Financial Advisor, Director

BA CFP CIM FCSI

As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes.  Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.

As a second generation financial advisor, I was exposed to the financial industry at an early age and began working in the financial planning industry in 1993, after graduating from Simon Fraser University.  I started my practice in 1995, acquired my Certified Financial Planner (CFP) designation in 2000, and joined RGF Integrated Wealth Management in 2003.  In recent years, I have been invited to speak and participate in numerous industry organizations, both in Canada and internationally. More close to home, I have been a member of RGF’s Board of Directors since 2010.

North Vancouver is my home with my wife, Barbie, and 3 teenaged kids, Grace, Charlotte, and Morgan.  Away from the office, in the summer you may find me on Keats Island, on the golf course, or on a bike… and with skis or hockey skates on my feet in the winter.

Industry Associations

Advocis – The Financial Advisors Association of Canada
Financial Planning Standards Council (FPSC)
Financial Planning Association (FPA)
Million Dollar Round Table (MDRT)
Conference for Advanced Life Underwriting (CALU)




Degrees and Designations

BA (Simon Fraser University)
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
FCSI (Fellow of the Canadian Securities Institute)




CIPF Member
IIROC
AdvisorReport
OUR TEAM

takeaways
Helping Small
Business Owners

Here are some key articles and ideas for the small business owners I work with:

takeaways
The work I do
for Professionals

For the professionals I work with, you may find these articles helpful:

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  • "We particularly enjoy the personal touch Bryson brings through visits to our home and other contact while making our investments work for us. It's kind of like having a very personable, conscientious and knowledgeable son involved in helping make our best possible decisions!"

    - John G. & Kim S.

  • "We cannot think of anything Bryson Milley could do to make himself a more professional, outgoing financial advisor.  Fine job! We will continue to refer Bryson in the future."

    - Roger & Heather W

  • "Bryson has taken me through a number of steps: financial planning for retirement, a significant job change, entry into a new business partnership, and advice on an updated will. He has done it all with warmth and humour, and a sense of genuine caring.
    "

    - Lisa M.

  • "We talk about finances but also about our children and how we want to live our lives. With Bryson, I feel like I am taking good care of my money, but also taking care of myself."

    - Lisa M

  • "As worker bees, we began our RGF accounts over 20 years ago with investments gained from changes in employment and RRSP's. Upon retiring, we topped them up with the sale of property and a small business.  We continue to feel secure and take comfort that our accounts are being managed in our best interests."

    - John G. & Kim S.



Resources
As a Financial Advisor, what I do for my clients

My goal for you is you will know where your money is going, why it is going there, and what the end result is intended to be. When these things are known, generally money-related stress is relieved and there are no sleepless nights because of money. 

What does a Financial Advisor do?


BM Team


Discovery meeting
Resources
What to bring to our Discovery Meeting

You will need to compile certain documents and information to bring with you to our Discovery Meeting.

What do I need for our Discovery Meeting?