Mary Lou Miles
Head of Wealth Management / Portfolio Manager / Partner
I am a partner and the head of wealth management. I believe integrity, honesty, and empathy are fundamental to great results for both our clients and our staff internally.
My areas of expertise are in cash flow planning, estates, and trusts. I oversee all of these aspects into our clients’ portfolio management, including inter-generational wealth. I love to hear people’s stories and use my resources to connect them with others who can help guide them in their journey.
When I’m not working, I love to travel with my family to new and familiar places. Beyond that, I find joy in the small pleasures of reading, going for walks or volunteering in my community.
I am a Macro Strategist. My focus is on economic research and tactical asset allocation.
Innovation, time management, and efficiency are key values to good work.
Taking in the great outdoors is my favourite pastime, whether it is hiking or camping.