Rick Miller, CFA

Associate

Profile

Rick Miller, CFA

Rick Miller has over 35 years of accounting, finance and treasury experience from various roles within multiple industries. With half of his career working in the banking industry, Rick has had positions lending to the real estate, energy, agricultural, manufacturing, retail and wholesale sectors. Rick also spent several years working with high-risk borrowers in the banks’ special loans group.

The other half of Rick’s career has been spent working as treasurer of two international energy companies and CFO of several smaller companies, two of which were publicly traded on the TSX. The CFO roles included all aspects of managing the finance function including financial reporting, forecasting, internal controls, credit risk and managing the accounting function.

Rick’s strengths include understanding all aspects of debt and equity raising, risk management, cash management, M&A transactions and international treasury and banking. Rick is also well versed in setting up accounting systems and processes, including internal control systems and public company reporting and regulatory filings.

Rick enjoys biking and skiing and spending time at the cottage. He lives in Toronto and services clients in the GTA.

Education

  • University of Western Ontario Master of Business Administration
  • Carleton University Bachelor of Commerce (Accounting/Finance majors)