Michelle Miles, Investment Advisor, FMA, PFP, BMO Nesbitt Burns

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I offer full service brokerage wealth management services to an exclusive group of clients. I specialize in reducing investment management fees to maximize returns, tax strategies, and a disciplined, proven approach to investing using BMO's top ranked Quantiative analysis team. This team has returned 16% per annum since 2000.


419 King Street West
Suite 301

OshawaON
L1J 2K5

(905) 404-8088 (Voice)
(905) 404-0289 (Fax)



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Keywords

Keywords: My mission is to build an exceptional practice targeting a maximum of fifty select clients, and prvide them a "best in class" money management experience. I bring over twenty years of financial services experience, and have managed over 135 million in client assets. I have published two Canadian best sellers, and encourage you to look up "Segregated Funds: How to Guranatee your Financial Future."
Primary category: Portfolio Management (52392)
Secondary category: Investment Advice (52393)
Number of employees: 1 to 4