About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

As a team, we have a wide range of expertise. We are multi-generational, working with both young adults and people who are more established in life. We enjoy dealing with people and understanding what is important to them. It’s rewarding to put our knowledge, expertise and life experience to work helping people reach their goals.

Steve Miles

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.

Job Title: Advisor, Sun Life, CHS™

Phone: (403) 328-3306 x2222

Email: steve.miles@sunlife.com

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

Steve Miles

As an advisor, I strive to provide the highest level of professional service for Clients. I work with small business owners and Clients who are nearing retirement or are already retired. I focus on reducing taxes and maximizing income. This can include:


  • retirement planning,
  • estate planning and
  • charitable giving.


I have been with Sun Life for more than two decades and have experience as both an advisor as well as a manager. 


I am a proud father of four adult children and a grandfather to three. I enjoy golfing, camping and fishing and have been involved in my community since moving to Lethbridge in 2002. 

Job Title: Advisor, Sun Life, CHS™

Phone: (403) 328-3306 x2222

Email: steve.miles@sunlife.com

Fax: (403) 327-5944

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect