Awards and recognition

We are pleased to be selected as one of Wealth Professional's
5-Star Advisory Teams!

In June, the Miles Wealth Management Group was selected as one of Canada’s 5-Star Advisory Teams by Wealth Professional. Thank you to Wealth Professional for this great recognition - we are both excited and proud to be one of the 44 teams across Canada to receive this award!

We would like to thank you, our clients, who have supported us throughout the many years with your financial future. It is your referrals and great testimonials which is a big reason as to our success today.

We appreciate you trusting us with your wealth and allowing us to service you and your family for generations to come.

Should you have anyone who you think might need a second opinion, we always welcome a possibility to connect.

Benji Miles recognized as one of Canada's Top Wealth Advisors (October 2021)

In October 2021, I was recognized as one of Canada’s Top Wealth Advisors!

One thing I have learned as an advisor over the past 27 years is that clients deserve sound financial expertise from advisors with experience, insight and a proven record of success. That is why I am honoured to share with you that I have been recognized as one of Canada’s Top Wealth Advisors, a new annual list of the country’s most effective and successful financial advisors, launched by The Globe and Mail's Report on Business and SHOOK Research.

A huge thank you to RJ Shook and Liz Shook of Shook Research for your efforts in bringing this prestigious award to Canada. I am also so proud of Adam Sefton and Leah Case for their hard work as part of the team and making it so enjoyable to go into the office every day. Our team also owes a big thanks to Richardson Wealth for providing us with incredible support and resources over the past years and we are looking forward to many more years ahead.

Lastly, a big thanks goes to our clients for their endless support and many great referrals and testimonials throughout the years. We look forward to continuing helping your family for generations to come.

Benji Miles featured in our firm’s Annual Report

Benji comments on his experience and how the culture and leadership at Richardson Wealth allows him to do what’s best for his clients.

 

Click here to read Benji’s comments and learn more about all the great things happening at Richardson Wealth.

  Annual report cover