Myles-Gerrish Financial Group

Local Independent Financial Planners
We advise professionals and business owners on maximizing tax efficient income and transferring wealth to successive generations.

About Us

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.

The Financial Planning Process

Understanding you and your goals

Financial snapshot and diagnostic checklist

Customizing your plan and portfolio

Ongoing management of your plan and portfolio

Monitor the Financial Plan

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.

Our Team


Steve Myles PFP, STI

Investment Representative

(506) 622-9008

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

Investment Representative

(506) 622-9003

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.