Miles is in the business of enabling clients to live out their hopes and dreams in retirement...and that just happens to be done through financial wealth management. Fun and adventure is a significant aspect for all discussions and planning.
Miles is primarily responsible for managing client relations, client acquisition, investment strategy, wealth planning, and overall business direction. Miles provides comprehensive wealth management strategies along with discretionary portfolio management.
Miles is a Certified Professional Accountant, Chartered Accountant, Certified Financial Planner, and Fellow of the Canadian Securities Institute. He has spent over 22 years with RBC Dominion Securities serving high net worth individuals and their families. Prior to that, Miles spent time on the retail bond desk and owned his own tax practice. Miles has been a member of the RBC Dominion Securities Top Tier Executive Council since 2007, which celebrates the top 125 advisors for their business practices and client experience. Miles graduated from Dalhousie University in 1989 with a Bachelor of Commerce.
In his free time, Miles enjoys world travel, spending time at his chalet in Collingwood, skiing with his family, and is engaged in educational training programs in the pursuit of betterment of himself and his world. Miles is a significant contributor financially to his community as well as his personal time. Miles lives in Whitby, Ontario with his spouse, Denise, and step-daughter, Addison.