Steve Miles
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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articlesTry it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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