Myles-Gerrish Financial Group was founded in 2004 by its partners Steve Myles PFP, STI and Ian Gerrish PFP, CFP. Steve and Ian are committed to providing their clients with the highest quality financial services and broadest range of investment and insurance products available to Canadians.
Steve and Ian assist clients, and their families and businesses, in pursuing a diversity of financial objectives through an in-depth financial planning process.
Our specialty is to provide customized, personal financial advice regarding:
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Products
- Group Health Insurance
As professional financial planners/investment representatives, we have access to most Mutual Funds, GICs, and Insurance companies in Canada, allowing us to provide customized solutions for our clients.
Steve Myles PFP, STI
Steve has been helping clients achieve financial security for over 20 years. He graduated from the University of PEI with an Honours degree in Business Administration. He has obtained his Personal Financial Planning Designation (PFP) and is a Specialist of the Trust Institute (STI). He has also completed the Canadian Securities Course.
Steve is also committed to his community. He was Chairman of the Miramichi Regional Hospital Foundation for 5 years, Treasurer of the Miramichi Kinsmen Club, and is also involved in minor sports.
Ian Gerrish PFP, CFP
Ian has been providing unbiased professional financial planning advice locally for close to 15 years. Ian graduated from St Francis Xavier University with a degree in Business Administration. He has obtained his Personal Financial Planning Designation (PFP) and is a Certified Financial Planner (CFP). He has also completed the Canadian Securities Course.
Ian believes in giving back to his community. He is a past Board Member of the Miramichi Chamber of Commerce and is a Member of the Miramichi Kinsmen Club.