Sunbelt Business Advisors

Succession Planning: We explore all succession options, including employee ownership, family transfers and third party sales. Employee Ownership Transitions: We design, implement, and support your EO model long-term, ensuring your new employee-owners succeed. Employee Retention and Equity Compensation Strategies: We help you implement employee ownership strategies that not only retain key employees but also boost their engagement and commitment. Generational Transfers: We help by aligning family expectations, clearly defining roles, facilitating leadership handovers, and incorporating employee ownership to ensure long-term success.

Brenda Miller Wealth Management Group of RBC Dominion Securities in Oshawa, Ontario, offers process-driven investing coupled with client-centered care. Led by Brenda Miller, a Durham Region native with extensive Bay Street experience, the team aims to provide true peace of mind and help clients create a lasting legacy. The team at Brenda Miller Family Wealth focuses on portfolio management and wealth management, offering a disciplined approach tailored to clients' immediate needs and long-term growth. By adapting strategies to life's significant milestones, they ensure a plan-based approach that prioritizes clients' financial well-being. Emphasizing caring for clients and fostering a worry-free experience, Brenda Miller and her team deliver world-class service to achieve genuine peace of mind. Their commitment to client satisfaction forms the cornerstone of their everyday operations, setting them apart in the industry. Generated from the website content