Michelle Miles, BA, FMA, PFP

Business Profile

​www.michellemiles.ca

"I am excited to announce that I’ve returned to the full-service brokerage business, and I’ve chosen BMO Nesbitt Burns as my new home. Three years ago, I left the industry, having realized that a model to provide amazing client service, performance and tax efficiency can be created - the only way to achieve it however, is to limit the size of the client base. My previous clients told me clients with larger portfolios (roughly $1 million or more in assets) would really value their advisor's focus solely on the needs and strategies associated with larger portfolios. An experienced advisor who offers exclusivity, the best investment platforms, and the best in class research (BMO, 29 years running), stands an excellent chance of making clients very happy. My plan is to offer that service in Durham Region, and deliver on those commitments. I am in a very unique position to bring a level of service and expertise to a limited group of investors, where you will be the focus of my attention.”

Community Profile

Michelle has been an active member of the Pickering community for the last fifteen years. Aside from volunteering with her children's schools, Michelle volunteers with Autism Ontario, and is a previous board member of the York Region community Foundation, as well as having led their asset gathering committee. She was actively campaigning during the 2010 Municipal elections. Michelle is also an active volunteer with Whitevale Golf Course, where she has served on the membership committee, and is is currently Women's Section Co-Convenor. Michelle also fundraised for the Pickering Swim Club.

Personal Profile

Michelle brings over twenty years of years of business and financial services experience to her clients. She worked with a major Canadian Bank and Investment Dealer for fourteen years. From 2001 to 2008, she grew portfolio assets from $60 million to over $135 million, managing over 300 client families. In 2008, she stepped away from the brokerage business to spend time with her family. Prior to this, Michelle was a Program Director and Sales Director with the Canadian Management Centre, the Canadian headquarters for the American Management Association, where she consulted with senior management and executives of Fortune 500 companies from across North America. She built and ran her own corporate writing business, and is the co-author of two best-selling Canadian books on segregated funds,(Segregated Funds: How to Guarantee Your Financial Future, Stoddart, 2000, 2001) and is currently writing a new book to be published fall 2011. Michelle is a York University Graduate, who holds the Personal Financial Planning (PFP) and Financial Management Advisor (FMA) designations, and her Level One and Two Insurance licenses.