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Achieve Peace of Mind By Providing Trusted Advice

personalized solutions to meet your financial goals

I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals

My Mission: 

My goal is to provide complete wealth management services; to help my clients plan their financial future while giving them peace of mind.


My Business

I work with clients to first fully understand their individual needs and to identify their unique financial goals. With a clear understanding of these goals and needs, I develop a comprehensive plan. Combined with wealth management solutions, this system is designed to help clients achieve their goals while providing peace of mind. My areas of expertise are in all areas of Retirement Planning, Investment planning, Estate Planning, Education planning and portfolio construction.My Investment Philosophy

I put my clients' interests first, acting with integrity and honesty while striving for excellence in every area of my practice. I seek to build long-lasting relationships with my clients and their families. As a member of Canada's leading independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with The Independent Advantage:

Clients first, always

Sound, unbiased advice

Innovative financial solutions

Achieve Peace of Mind

Michelle B. Myles Photo

Michelle B. Myles

Investment Advisor, Manulife Wealth Inc.

I have been in the financial services industry for over 25 years and have lived in London for almost 30 years. In addition to being an Investment Advisor, I have also completed the Canadian Securities Options Licensing and the Canadian Securities Derivatives Fundamentals courses. My major interests outside my business are family, an assortment of outdoor activities, reading, and gardening.

     

 Complete Wealth Management Services

Estate Planning

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read more.

Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion.

 Read more.

Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Here is a  checklist of some of the issues that should be discussed before you make your Will.


Having Crucial Conversations

Estate planning is done to prepare families for the financial circumstances when a loved one passes away. 

Read more.

Guide to passing on wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions.

Read more.

Registered Education Savings Plans (RESPs)

A registered education savings plan (RESP) is a contract between an individual (the subscriber) and a person or organization (the promoter).

Under the contract, the subscriber names one or more beneficiaries (the future student(s)) and agrees to make contributions for them, and the promoter agrees to pay educational assistance payments (EAPs) to the beneficiaries.

There are two different types of RESP available: family plans and specified plans.

For more information, please contact me.

Source: Canada Revenue Agency

Get the facts about RESPs before you invest

Click here to download an RESP guide published by the Ontario Securities Commission.

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(519) 672-9000 Ext. 202