Report on Business 2021 SHOOK, Canada's Top Wealth Advisors   

 
 

I am honoured to be recognized as one of Canada's Top Wealth Advisors by SHOOK Research and as one of Wealth Professional's 5-Star Advisor Teams!

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 so thrilled to share with you that I have been recognized by two highly regarded firms this year, receiving their notable awards: as one of Canada’s Top Wealth Advisors as well as one of Wealth Professional's 5-Star Advisory Teams!

These recognitions are a big reminder as to how important it is to keep learning, improving and growing each and every day so we can continue to provide our clients and their families the best team and resources possible in managing their personalized wealth plan. Client success is what makes us smile!

To read more about our recent accolades, please visit our Awards page. 

If you ever have any interest in learning what sets the Miles Wealth Management Group apart, please reach out for a confidential discussion of your family’s wealth plan.
 

Miles Wealth Management Group

The Miles Wealth Management Group believes that the key to wholesome financial planning and security is having a personalized and comprehensive wealth plan. Building this plan together, we will ensure your goals are met throughout all the financial stages of your life so that you can have a comfortable retirement while continuing the lifestyle you desire.

The Miles Wealth Management Group goes above and beyond just investing your money. Focusing on building a comprehensive wealth plan, we work closely with other professionals to ensure your wealth plan is both multi-faceted and valuable. The diagram below illustrates how we connect the dots to build the most complete and personalized wealth plan for you and your family.

When it comes to preserving your family’s wealth, the Miles Wealth Management Group is here for you, and for the generations after you.

Working with your professionals and our in-house resources
 

Working with your professionals illustration. See text below image.

Miles Wealth Management Group

The Miles Wealth Management Group’s comprehensive wealth planning services includes:

  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Insurance Solutions
  • Business Succession
  • Property Succession
  • Family Wealth Succession

Your professionals

Accounting
  • We work closely with our client’s accountants to assist in all areas of tax planning
  • We provide accountants with extensive and detailed tax packages to prepare for client’s tax returns
Law
  • We work with our client’s lawyers to ensure the following have been looked after:
    • Wills
    • Powers of Attorney
    • Health Care Directives
  • Business Law
  • Family Law 
  • If you are in need of a lawyer, we will connect you with a qualified professional

Our in-house resources

Tax & Estate Planning

Our in-house Tax & Estate Planning members are a multi-disciplinary team of professionals who assist in:

  • Reviewing retirement plans and giving recommendations 
  • Reviewing existing Wills/POAs/HCDs
  • Assisting in tax, estate and succession preparation 
Insurance

Our in-house Insurance Consultants are here to help with all insurance solutions

  • Electronic application software (E-Apps) are available
  • Multiple carriers
  • Illustrations available
    • Life, Term, Critical Illness, Disability, Joint-last-to die, etc.