Experienced. Knowledgeable. Focused on You.

Align your investments and your values with a partnership you can trust.

The Wealth Achievers Experience

Our Services

Providing Wealth Management, Financial Advisory and Insurance Services in Barrie, Toronto, the GTA, and Muskoka.

By applying the principles of trust, integrity and transparency, we nurture and maximize resources to the benefit of every Wealth Achievers client. Our core offering includes:

principal & financial advisor

Jason R. Miller, RRC

With over 12 years of experience in the investment and insurance industries, Jason is a seasoned professional who enjoys working with clients to develop personalized plans tailored specifically to help them achieve their dreams. As a financial advisor with Investia Financial Services Inc. and an Insurance broker with Qualified Financial Services, Jason is able to offer industry leading insight and strategy to his clientele.

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Our approach

The Wealth Achievers Experience

It is our mission to provide an unparalleled level of quality advice to every one of our valued clients.

We also offer a level of personalized service and open communication rarely found in larger corporations that ensures our clients feel comfortable and safe with choosing Wealth Achievers as their trusted resource Counsel.

Attention to detail, transparency and trademark client service are of greatest importance in how we manage the financial well being of our clients. Wealth Achievers is home to an unbiased approach where sound ethics, mutual respect and deep integrity set the bar. Being free from the conflict of interest and office politics of larger corporations allows us to properly guide our clients to achieve their financial goals. The quality, integrity and independence of our advice, coupled with our commitment to client service, are what set us apart in a crowded field. 

Experience the difference, protect your wealth today.
Our Services

Whether you're buying your first home, saving for retirement or planning your legacy, you can be certain that Jason will have your best interests at heart.

T & S Lyndsey

I have known Jason for nine years. I recommend Jason for his solid, informed advice and his exemplary commitment to client care.

I. Johnson

In wealth management, knowledge is nothing without integrity, Jason has these qualities in spades.

K. Walters

I am confident that Jason always has my best interests at heart. I am most pleased and willing to recommend him to my family and friends.

J. Barnes

Jay is a man of integrity, intuition and compassion. I highly recommend him.

C. Esquimaux

Jason exudes kindness, integrity, patience and most we trust that is doing the best for us and our family as he has become part of ours!

K & I Beecroft

Sometimes he calls just to say hi and see how we’re doing, which is a demonstration of loyalty to clients that is virtually unheard of these days.

K & B Mason

Jason goes above and beyond, I’m very glad to have him on our side.

M. Baker

Request a consultation

“Great things never come from comfort zones.”
— Neil Strauss

Contact us today to find out how we can help you successfully plan and protect your wealth.

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Call us direct: 705.818.4653
Proudly serving Barrie, Toronto, the GTA, and Muskoka.

Our Partners

High quality global asset managers personally hand selected along with the best of the best insurance carriers.

Our Charities

Wealth Achievers proudly supports:

Disclaimer: Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Insurance products are provided through multiple insurance carriers. Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.