Our Mission
Our goal is to provide complete wealth management services; to help our clients plan their financial future while giving them peace of mind.
Our Business
We work with clients to first fully understand their individual needs and to identify their unique financial goals. With a clear understanding of these goals and needs, we develop a comprehensive financial plan. Combined with wealth management solutions, this system is designed to help client achieve their goals while providing peace of mind.
Our areas of expertise are in all areas of Retirement Planning, Investment planning, Estate and Insurance Planning*, Education planning and Portfolio Management.
*Offered through Canaccord Estate Planning Services Ltd.
Our Investment Philosophy
We put our clients' interests first, acting with integrity and honesty while striving for excellence in every area of our practice. We seek to build long-lasting relationships with our clients and their families.
As a member of Canada's leading independent financial services firm, we are committed to serving our clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides our clients with The Independent Advantage:
- Clients first, always
- Sound, unbiased advice
- Innovative financial solutions
The Team
Michelle B. Myles - Investment Advisor
I have been in the financial services industry for over 20 years and have lived in London for 22 years. In addition to being licensed as an Investment Advisor, I have also completed the Canadian Securities Options Licensing and the Canadian Securities Derivatives Fundamentals courses. My major interests outside my business are family, an assortment of outdoor activities, reading, and gardening.
Maureen Pito - Investment Advisor Assistant
Maureen graduated from Concordia University with a Bachelor of Arts degree majoring in History. She has 12 years experience in the financial services industry and has worked at both the head office and the branch level. With both head office and frontline experience she provides exceptional client service at all times and is able to tend to our clients' administrative needs. Maureen is also bilingual in English and French.