Michael Miles, CFA
Investment Advisor
Purpose. Planning. Peace of mind.
Business owners, self-employed professionals, and high-net-worth retirees often lack the time, desire, and energy to worry about their financial health.
We help by identifying the purpose of our clients’ wealth, simplifying complex financial decisions necessary to achieve goals, and executing a plan seamlessly with our network of specialists and our clients’ existing professionals.
With the comfort of a trusted advisor to turn to, clients achieve the ability to concentrate on what matters most … their business, family, and lifestyle.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Our Client Experience
Mike is a very personable individual, not pushy, and he understands that we need to make real decisions with our money.
- Brandon B. – Engineer
We have been pleased with the professional, timely, courteous, efficient and friendly service we have experienced with Mike to date.
- David and Dr. Ilona – Medical Doctor
Mike is personable and open to discussing my investment strategies, offering suggestions, and leaving me with the feeling I can trust his advice.
- Kerry and Dr. Eugene – Medical Doctor
Mike and his team have done a great job for us, bringing us peace of mind when we really needed it.
- Sandra and Dr. William – Retired Medical Doctor
After our first meeting with Mike, we instantly felt comfortable and secure. He took the time to go over our existing portfolio and offered suggestions that would be better suited to us now that we have retired.
- Dine and Jim – Retired Facilities and Maintenance Manager
It was important for us to partner with someone who operates with integrity and aligns with our values, decision-making, and overall vision.
- Tammy and Al - Business Owners
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.