As a business owner and family man, I understand the needs and challenges in saving and providing for both. I will work with you to create the best possible financial solutions for all your needs, not only for today but for tomorrow and your next generation.
I have been working in the financial services industry for over two decades, providing professional advice and strategies on wealth creation, wealth preservation and wealth wealth transfer to businesses, business owners, familes, and clients of all ages.
I work with and represent many of the leading Insurance Companies, providing Life Insurance, Critical illness, Long Term Care, Saving's Short and Long Tem solutions, Retirement Saving's and Pensions, Group Benifits and many other value added and helpful products and solutions.
In addition to my professional designation CLU (Chartered Life Underwriter) , I was inducted into CALU (Conference for Advanced Life Underwriting) in 2013; the top 400 - 450 Elite Advisors and Industry Leaders meet in Ottawa to make sure that Canadian Clients have and maintain the best products for their ongoing needs. I am also a member of Advocis and a volunteer in the community.
Contact Miles today for a no obligation review.