Steve Miles

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor, Sun Life, CHS™

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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How we work together

My team and I work with Clients throughout their lives. Whether you are newly entering the workforce or are nearing retirement, we have the expertise to help you.

When working together, we begin by assessing your financial situation using our holistic approach. We take the time to understand your needs, wants and dreams. Everyone is unique and by better understanding you, we can make strong recommendations. Our goal is to help you achieve financial success by prioritizing your goals. We take the time to help you understand how to protect your future while also taking advantage of financial opportunities. We believe that honesty and integrity are vital to forming strong Client relationships.

Our office is in Lethbridge, Alberta. We offer in-person appointment for Clients in the surrounding area. We also offer virtual appointments for Clients throughout Alberta and British Columbia. Contact our office to get started.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

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Office information

Lethbridge, Alberta

Phone:

(403) 328-3306 x2222

Email:

steve.miles@sunlife.com

Address:

404 Scenic Drive South,, Lethbridge, AB, T1J 4S3 Canada

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