— About Cherry Hill —
A focused, deliberate practice.
Cherry Hill is built around the kind of work we actually want to do, for the kind of clients we actually want to serve. The practice has been deliberately kept focused — every client gets the right specialist for the right work, with the kind of attention to detail that simply isn't possible when a firm is trying to be everything to everyone. We're not for everyone. But the families we work with get our best. That's the structural choice. Everything else follows from it.
— Investment Advisor · Kelowna —
Trevor Miller
What Trevor does today started with a pattern he couldn't stop noticing. Founders he respected — people who'd built real businesses, who were trying to make something genuinely matter — were navigating financial situations more complex than anyone had ever helped them coordinate. They had advisors, accountants, lawyers, bankers. But no one was holding the whole picture. They were the ones connecting the dots, in time they didn't have, on decisions that touched everything.
That observation is why Trevor does what he does. His work centers on the coordination layer — bringing the specialists into the same context, surfacing decisions before they become urgent, and giving the household one consistent view across investments, tax, estate, insurance, and risk. The integrated family office experience typically reserved for the $50M+ household, built for families well before that threshold.
Lives in the Okanagan with his family. Mountain biking, snowboarding, hiking, lake days, exploring the local wineries — all of it together. The way Trevor lives is the way he thinks about wealth — as a tool, for more time, on what you love, with the people you love.
Connect on LinkedIn
— Investment Advisor · Burlington —
Adrian Blake
What Adrian does today started with the same question, asked over and over. Many of the people he was working with were within a few years of stepping away from careers they’d built over decades — and the question they were quietly carrying was the same one: "When I’m not earning anymore, am I actually going to be okay?" Sometimes they had advisors. Almost none had someone whose job it was to be in their corner on that specific question — doing the income strategy, the tax-efficient drawdown, the estate work, and checking in as life changed.
That’s the question Adrian’s work answers. He focuses on established families and retirees — many long-term relationships built over years of compounding trust. The center of his practice is the long arc: the years approaching retirement, the income strategy after it, the estate planning that runs alongside, the steady work of keeping the picture coordinated. What he cares about most isn’t the document — it’s the confidence that comes from knowing "future-you" is going to be okay.
Based in Burlington, Ontario. Husband to Jennifer, dad to Owen and Dax. When he's not at the office, you'll find him on his bike, snowboarding, tending to his exotic discus fish, or with family at the cottage.
Connect on LinkedIn— Client Experience Associate · Kelowna —
Adam Duggan
Adam grew up in Northern Ontario, built a career in client success and account management — most recently in the SaaS space — and eventually did what a lot of people talk about and few actually do: packed up and moved to Kelowna for the mountains.
He studied business at the University of Guelph, spent a semester studying international business in France, and built his career around what it takes to make people feel genuinely well looked after. At Cherry Hill, he keeps the engine running — managing the systems, timelines, and touchpoints that make the client experience feel effortless, so nothing falls through the cracks and you always know where things stand.
When he's not in the office, he's skiing, trail running, or somewhere else in the mountains.
Connect on LinkedIn— Where we work —
Two offices. One practice.
Trevor is based in Kelowna, British Columbia. Adrian is based in Burlington, Ontario. Adam sits in Kelowna and supports both practices. Together, we cover the country from Pacific to Eastern, and clients across Canada in between.
Cherry Hill operates as an independent practice within Harbourfront Wealth Management's national network — the regulatory infrastructure of a national firm, the autonomy of a boutique.
Kelowna · Burlington · Canada-wide
— The next step —
If any of this resonates, we'd be glad to talk.
We work with a small number of households at a time. If anything you've read here describes how you'd like to be looked after, the next move is a conversation.