"We started using Benji as our financial advisor almost ten years ago. As a skeptic, I was reluctant to have someone else handle our finances. After selling our business of thirty plus years and retiring to our orchard, it was difficult to allow someone else to take control. However, a lesson was learned when I decided I would take care of my own TFSA and Benji would take care of Nancy’s. Moral of the story, Benji now manages all our accounts.
Benji has taken a genuine interest in our life and family and is always willing to help with valuable advice which we appreciate very much. We enjoy our many conversations and find Benji always available to answer any questions we have.
Benji was instrumental in finding us very competent professionals to assist in our family wealth planning which we also appreciate very much.
Communication with the team including Adam and Leah is always seamless and enjoyable.
Looking forward to many more years ahead."
— Basil and Nancy Zailo
Orchard Owners in Kelowna, B.C.
“As a family, we were unsure about planning for life after my professional hockey career. Benji and his team have enabled our family to feel secure about our future. They listen and understand our needs for the present and the future. They have become more than just advisors, they are friends. We value their honesty, trustworthiness, and hard work.”
— J.P. and Karla Vigier
Owners, Vigier Hockey (Winnipeg)
“We have used the services of Benji for the past 18 years and what started out as a singular objective of growing my wife’s and my funds has since expanded into a plan which has been developed to include wealth planning for ourselves, our children, their spouses, our grandchildren and hopefully future generations to come.
Throughout the years the Miles Wealth Management Group has proven to be knowledgeable, professional, responsive and forward looking with a generous helping of friendly personal interaction and compassionate understanding in matters of familial trying times.
The annual returns continue to exceed our expectations year after year and the fee which we pay is well spent for the value which we receive.”
Retired President & CEO, Consumers Drug Mart Ltd. (Winnipeg)
“I started working with Benji in 1995 when I was just getting started in my sportscasting career and he was beginning his wealth management career. His ability to adjust and thrive to not only the markets but changes in our lives has been so impressive and appreciated. Benji and his team take the stress and intimidation out of the equation by becoming part of our family making it easy to ask any questions. I am an emotional person, and Benji makes sure there is never emotion in a decision. It’s a true partnership when you work with the Miles Wealth Management Group, and I am proud to be with them for this ride. In my family’s recent move to the US, they were there to guide us and I will say it was a smooth transition. Our future is in the best hands.
Thanks team! Your help is so appreciated!”
Television Host, Vegas Golden Knights (Las Vegas)
“I had just sold my business and was transitioning to retirement when Benji started managing my family wealth in 2015. He collaborated with my accountant and lawyer on tax and estate planning strategies and presented proven financial projections; reassuring me that I would be comfortable in retirement, and my family wealth would carry on to future generations.
Every year at tax time, Benji’s team works directly with my accountant supplying detailed reports and issuing CRA payments on my behalf - making the often-tedious process, easy!
Benji and his team have earned my trust as my financial planner and now my adult daughters have also become clients.”
— Terrina Taylor
Retired Owner, Tailor-Made Metal (Winnipeg)
“We have been clients of the Miles Wealth Management Group since 2012.
Throughout the years in managing our portfolio, Benji has demonstrated a level of competence and provided a degree of comfort that is unparalleled in our experience throughout our many years of investing. Benji’s personable and common-sense approach offer a great deal of reassurance that our plan is on the right path.
The foresight and planning his team provide us constantly reassures us that our future financial security could not be in better hands.”
—Lynne Becker and Dr. Allan Becker (Winnipeg)
“I’ve had the privilege of working with Benji and his team for the last 6 years. They are accessible, responsive, and always act with integrity. I appreciate their focus on my retirement goals and the progress updates they provide. I’ve been very satisfied with investment performance and have complete confidence in Benji and his team.”
—Derek Innis (Toronto)
“My wife Donna and I started working with Benji back in 1998. Knowing his entire family when they owned a restaurant in Brandon, Manitoba, I knew we would be in good hands with him. Life has taken us down some various paths over the 23 years, but Benji has always kept us on track with a personalized plan.
His team is there when we have any questions and I always look forward to our chats.”
President, Smith's Quality Meats (Winnipeg)