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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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

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

It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

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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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