Wealth Management Defined

Wealth Management = Investment Consulting (IC) + Advanced Planning (AP) + Relationship Management (RM).

Investment Consultation maximizes the probability of you achieving your goals. Advanced Planning encompasses wealth enhancement, wealth transfer, wealth protection, and charitable giving. Client Relationship Management ensures that we are present and available, guiding you throughout your wealth management journey.  

We offer comprehensive advice for high net worth clients and help them meet their complex planning needs. The wide range of services we offer are: 

  • Investment Management
  • Financial Planning
  • Tax Planning 
  • Retirement Planning 
  • Estate and Legacy Planning 
  • Insurance Planning

We have access to various specialists, including Financial Planning Consultants, Estate Planning Specialists, legal guidance, etc. All of these resources are leveraged to the benefit of our clients.  

Your Wealth Management Journey

We have developed a five-step process to help you achieve your financial goals. Over two meetings, we will take the time to learn about your goals and aspirations, to make sure that you are on the best possible path to a comfortable, confident retirement.

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.


If you are not yet a client of RBC Dominion Securities, register for Miles' next renowned Retirement Dinner Presentation.

Learn about Miles' many presentations and workshops that he administers regularly to groups in Manitoba.

Register for Miles' next Coffee Morning Presentation, where we discuss current trends and investment strategies, while enjoying coffee and a morning snack!

Miles shares his insights on market trends, as well as tips to help you on your financial journey.

Check out past episodes of Wealth Management in Motion with Miles Derco, on 680 CJOB.