Educational Events
In our commitment to education, our team strives to create a wide variety of wealth management and retirement content. This includes presentations, brochures, and the weekly episodes of our radio show, Retirement Strategies on CJOB. We firmly believe that the fastest way to comfort and confidence on your wealth management journey is through ongoing education with a trusted advisor. Therefore, continued education in our community remains at the core of our activities.
If you are new to Miles and our team, you are welcome to join us for our renowned Virtual Retirement Dinner Presentations, where you can learn how to reclaim your retirement plan. We are also very proud of the community we have fostered at our monthly Coffee with Miles presentations, where we address current trends in the world of wealth management and investing. You can also benefit from, and share with friends, our short, easy-to-grasp videos on our website called Miles Insights.
A word from our clients
We...liked that there was a team in place to look at the big picture of our needs. This gave us the confidence to move forward with our investment...the process to transfer our investment and pension fund went smoothly and we are very pleased with the service provided."- DG & JG.
Now that we are working with Miles, we appreciate the open communication with Miles and his team, and that any fine-tuning that our portfolios require get attention right away rather than leaving them to the next meeting date. Thank you for valuing and respecting us as clients. We appreciate your high level of service."- GS & LS.
Our experience with RBC Dominion Securities and Miles' team has been everything we were looking for. We feel comfortable with the retirement plan we now have in place." - GS & LS.
