Rick Myles Financial Advisor

About Rick Myles Financial Advisor

Rick Myles Financial Advisor is an investment services firm located on Piccadilly St in the PANA neighbourhood of London. The business serves individuals and families who are looking to develop a holistic approach to money management, whether they are purchasing a first home, financing post-secondary education for children, or planning for retirement. The firm offers a comprehensive "360° process" designed to create customized financial plans. Specific services include cash flow analysis, risk management to protect against illness, disability, or death, and tax planning strategies to reduce tax liability. Additionally, the business provides investment planning to meet specific goals—such as saving for large purchases or fulfilling bucket list items—and estate planning to ensure wealth is distributed using tax-efficient strategies. Rick Myles has over 23 years of experience in the industry, employing both investment and insurance strategies to help clients achieve financial independence. He describes his approach as providing personalized service to match clients with the right financial security products based on their unique life situations. The business is associated with Carte Wealth Management Inc. and Carte Risk Management Inc., and Myles was recognized as a Top Advisor in 2017 by Carte Risk Management.