You deserve to enjoy the retirement you’ve worked for without second-guessing your decisions. That’s why our process addresses every critical piece of your financial picture, so you can focus on living your best life.
With decades of combined experience and deep industry expertise, our team helps clients gain clarity, confidence, and control over their financial lives—so they can focus on what matters most.
We take a deeply personal approach to wealth planning because your finances are connected to everything that matters most—your family, your time, your legacy. Our role is to bring all the moving parts of your financial life together into one cohesive strategy, so you can live with clarity today and confidence for what’s next.
We provide comprehensive wealth management that unites investment consulting, retirement income planning, tax strategy, and estate planning—all aligned to your life goals. We help you see the full picture, simplify complexity, and make confident decisions with a strategy that’s built to grow, adapt, and last.
From your first meeting to every check-in, you’ll experience a level of care that’s intentional, responsive, and tailored. We map out your priorities, stay ahead of life’s transitions, and check in consistently—not just when markets move. Our clients know they can rely on us because we make it our mission to know them.
Wealth isn’t just about numbers—and neither is my story.
I’ve seen how financial clarity can change lives, and how the right guidance can turn uncertainty into peace of mind. That’s why I chose this profession—not to chase markets, but to help people make confident decisions about the things that matter most: their lifestyle, their family, their future.
Because behind every balance sheet is a human story—and I believe that’s where great planning starts.
Miles Derco, Senior Investment and Wealth Advisor at the Miles Derco Wealth Management Group of RBC Dominion Securities, has over 20 years of experience in the financial industry. He is committed to helping individuals, families, and business owners better understand investing, retirement planning, and financial literacy.
In addition to hosting Retirement Strategies on CJOB radio, Miles regularly speaks at community events, including:

Join us for a special event designed for investors with $500,000 + in investable assets who are interested in generating retirement income.
We understand that you may be grappling with these critical questions, and it's completely natural to feel uncertain. We're here to provide the support and guidance you need to navigate every stage of your retirement planning journey.
Dates: April 22, 2026 or April 29, 2026
Let's make the rest of our lives, the best of our lives.

To register for Wednesday, April 22, click the link below.
To register for Wednesday, April 29, click the link below.
Explore our latest resources—including expert conversations from our radio show Wealth Management in Motion on 680 CJOB, educational content on our YouTube channel, and our Insight to Impact series designed to help you turn information into confident decisions. Or register for our next monthly conversational webinar, called Coffee with Miles below.
Because great planning starts with knowing what’s possible.
Explore practical insights, and actionable strategies on our YouTube channel, designed to help you make confident financial decisions every day.
Our signature series that breaks down complex financial ideas into clear, actionable steps—to help you confidently plan for your future.
Join us weekly on 680 CJOB as we discuss market updates, planning tips, and stories that matter—helping you stay informed and empowered.
We're excited to share our video on 'How to Make Your Portfolio Pay' with you. If you're looking to strengthen your financial future through strategic income planning, this resource is designed with you in mind. Taking proactive steps to understand your investment options is a crucial part of securing the retirement you deserve, and this video breaks down the key strategies to help you get there.
"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
"We appreciate the open communication with Miles and his team, and that any fine-tuning our portfolios require gets attention right away rather than waiting for the next meeting. Thank you for valuing and respecting us as clients."
- 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."
Stay informed with trusted insights from RBC’s top research teams—including market commentary, planning strategies, and updates to help guide confident decisions at every stage.