Benji Miles B.COMM.(HONS.), CIM®, CFP®
Director, Wealth Management; Portfolio Manager, Investment Advisor
Tel: 204.953.7828

For over 20 years, addressing each client’s unique needs is the first priority for Benji and his team. Benji has built a practice where his clients can feel comfortable knowing they are being provided a personalized solution. His resources allow him to deliver total wealth management for his clients in areas such as investments, tax planning and estate planning. He also creates interactive, personalized retirement assessments to further help establish his client’s future goals. Benji is a Bachelor of Commerce (Honors) graduate from the University of Manitoba (1993), he received his Certified Financial Planner designation in 1999 and received his Chartered Investment Manager certificate in 2015. He joined Richardson Wealth in September 2008 after being at a national wealth planning firm for over fourteen years.

In his spare time, Benji keeps himself busy assisting his two boys in hockey. He has also served on various committees for The Young Associates (Asper School of Business), United Way Winnipeg, and the board for Brandon Crime Stoppers.

Adam Sefton CFP®, CIM®
Associate Portfolio Manager
Tel: 204.953.7828

Adam joined the Miles Wealth Management Group in September 2013 and received his Bachelor of Commerce (Honors) from the University of Manitoba in 2013. He provides assistance in preparing for client and prospective client meetings, servicing client requests, as well as creating interactive, personalized retirement assessments.

Away from work, Adam keeps busy by spending time with his dog Bentley, coaching hockey and participating in many different sports and activities throughout the year.

Leah Case B.A.
Tel: 204.953.7828

Leah is the most recent addition to the Miles Wealth Management Group after previously being a part of the branch administrative team. Leah is a Bachelor of Arts graduate in Rhetoric, Writing and Communications from the University of Winnipeg (2015). She provides assistance in preparing for client meetings and is responsible for new account openings, cheque requests and daily administrative tasks.

Outside of work, Leah keeps busy by enjoying time with her friends, family and adopted dog, Ollie.