Back to our award-winning advisors
Wealth Professional’s 5-Star Advisory Teams 2022
Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer.
Our focus is on financial well-being through thoughtful planning. As wealth grows and evolves, so do the complexities of wealth.
The Miles Wealth Management Group believes that the key to wholesome financial planning and security is having a personalized and comprehensive wealth plan.
B.COMM. (HONS.), CFP®, CIM®
Wealth Advisor, Portfolio Manager, Investment Advisor
Our team works with you to understand your goals and priorities. We will tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk.