Myles McInnes CFP®, CIM®, TEP®, FEA
Myles is an experienced financial planner who partners with successful individuals, professionals, and family enterprises, navigating complexity, transition, and opportunity. His approach goes beyond traditional planning—helping clients align their financial strategies with their values, family dynamics, and long-term vision.
Working alongside his team, Myles designs and manages customized investment portfolios while delivering integrated financial, estate, and philanthropic planning. He serves as a trusted advisor on family and business matters, helping clients make informed decisions through periods of change and complexity. Clients can expect advice that goes beyond investment performance—supporting clarity, confidence, and long-term alignment across their family, business, and financial lives.
Myles holds the Family Enterprise Advisor (FEA), CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Chartered Investment Manager (CIM®), and Trust & Estate Practitioner (TEP®) designations.
The Family Enterprise Advisor (FEA) designation focuses on the unique challenges that arise when family, business, and wealth are closely connected. In practice, this means advice that goes beyond financial strategies—helping families navigate relationships, decision-making, and long-term planning. Myles works with clients to anticipate change, reduce conflict, and support both financial success and family harmony across generations.
Based in Winnipeg, Myles works with clients across Canada through a collaborative, technology-enabled approach—delivering a consistent, high level of personalized advice regardless of location.