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The Financial Planning Process

Retirement Planning

Whether you are planning to retire or are already retired, we will develop a financial plan to help you attain the retirement lifestyle you desire.

Investment Management

Sound strategy, disciplined analysis, and risk management using Discovery ™.  This process helps develop a customized investment portfolio, specifically designed to meet your financial security goals.

Estate Planning

We’ll help you develop an effective wealth transfer plan to ensure your lifetime assets are protected.

Insurance Products

With insurance solutions that help protect you, your estate, and/or your business from unforeseen circumstances.

Group Health Benefits

We’re a leading provider of group benefits to companies in the Miramichi and surrounding area representing most insurance providers including the Chamber of Commerce Group Insurance Plan.

Quadrus Investment Services Ltd. is one of the largest mutual fund dealerships in Canada offering:
Mutual funds - RRSPs, RRIFs, LIRAs, LIFs, RESPs and TFSAs.

     

Stephen Myles is registered to sell mutual funds in the Provinces of NB, Ont, Alberta & PEI 
Ian Gerrish is registered to sell mutual funds in the Provinces of NB & NS
© Myles-Gerrish Financial Group 2009    •   Privacy

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission

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