Myles-Gerrish Financial Group
Miramichi, NB
Additional Information
Myles-Gerrish Financial Group is a local independent financial planning firm founded in 2004 that advises professionals and business owners on tax-efficient income and wealth transfer. The firm provides customized financial planning services including retirement planning, investment management, estate planning, and insurance products.
PFP (Personal Financial Planning Designation)STI (Specialist of the Trust Institute)CFP (Certified Financial Planner)Canadian Securities Course
Specializes in
Tax efficient incomeWealth transferRetirement lifestyle planningRisk managementGroup benefits
Services
Retirement PlanningInvestment ManagementEstate PlanningInsurance ProductsGroup Health InsuranceFinancial PlanningMutual FundsGICsRRSPsRRIFs+4 more
Established 2004 · Team of 2
Additional information extracted from the firm's public website. Last updated: August 5, 2026
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