Steve Miles
Job title: Advisor, Sun Life, CHS™
Trustworthy advice you can count on
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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