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.

Request an appointment

Dallas Bosko didn’t set out to work in the finance industry. In fact, after completing a Bachelor of Arts in history at the University of Winnipeg, his first career was in education. 

Then something happened that changed the trajectory of his life: his father lost a significant amount of money due to an unscrupulous financial advisor. And when Dallas began to talk about his father’s experience with other people, he soon realized that many others have also encountered advisors who put their interests before that of their clients.

So Dallas decided to become the kind of financial planner he would have wanted for his father.

As a CERTIFIED FINANCIAL PLANNER®️ and Registered Retirement Consultant, Dallas is passionate about teaching financial literacy. He doesn’t want clients to make a decision just because he tells them that something is the right thing to do – he wants them to understand why it’s the right thing to do. 

His philosophy is that it’s your money, and you deserve to have someone take the time to explain all the nitty gritty details of things like investing, tax, and estate planning. He believes that you should feel in control when it comes to your wealth, not reliant on someone else’s opinions. 

Dallas enjoys helping clients reach those lightbulb moments when financial planning starts to make sense.

He recently worked with a client who had received a large lump-sum payment but had little experience with investing, saving, or retirement planning. Dallas helped him understand how to put that money to work in a thoughtful way. After seeing the results, the client told Dallas that was the moment he “got it.”

Today, that client is building his savings and taking meaningful steps toward a retirement plan.

These are the moments that he lives for, the ones that make him excited to get up and go to work every morning.

Outside of work, Dallas loves spending time with his family, either staying active outdoors or relaxing at their cottage. He also coaches his son in basketball and his daughter in soccer.

Some people are just born educators. Whether Dallas is out on the court or field with his children, or in a meeting with a client, his gift for empowering others shines through.

Request an appointment

Dave McKelvey-Gunson is a translator of sorts, though his work is centred on concepts rather than languages.

As an assistant consultant, much of Dave’s role involves turning complex financial data into practical information clients can use. That requires a careful balance. The information needs to be accessible enough to understand, yet detailed enough to support important decisions. For Dave, that kind of problem-solving is one of the most rewarding parts of the work.

Over the years, clients have come to know that Dave will spend as much time as needed to get every part of their plan right. He takes the time to understand their goals, review the details, test the assumptions, and explain the information in terms that truly make sense. He wants people to feel informed, prepared, and able to move forward with confidence.

When Dave looks at financial data, he’s not seeing numbers alone. He’s seeing families, goals, and futures being shaped. He may be helping answer whether someone can retire, but he understands that the real question often goes much deeper. Can they spend more time with their grandchildren? Can they travel? Can they enjoy the life they have worked hard to build?

In that sense, Dave helps translate dollars into possibilities.

His approach is thorough. He looks at a client’s full financial picture from every angle, stress-testing and back-testing the data so he can better understand how different decisions may affect their goals. That level of detail allows him to build a clearer path forward, grounded in both the numbers and the life those numbers are meant to support.

Outside of work, Dave is passionate about sports. In the winter, that usually means hockey. During Manitoba’s summer months, it means running. In some ways, training for a race is not so different from the way he approaches his work: consistent effort, careful refinement, and a commitment to improving over time.

A good translation does more than repeat the source material word for word. It carries the meaning, the intention, and the deeper message behind it.

By that standard, even though Dave works with numbers instead of text, he is one of the best translators around.

Request an appointment

It may sound clichéd to say someone would give you the shirt off their back, but Glenn Marr truly would.

When Glenn founded the business that would eventually become Marr McInnes & Associates in 1988 after earning a Bachelor of Commerce degree with honours, he wanted to build the kind of financial planning practice he would trust with his own family. That simple standard shaped everything that followed: thoughtful advice, personal care, and a willingness to go far beyond what clients expect from a financial advisor.

For Glenn, client service has always extended well past private wealth management. Over the years, he has helped clients find trusted professionals, access needed services, and work through challenges that have little to do with investments on paper, but everything to do with peace of mind in practice. A few years ago, when a client was facing a difficult health situation, Glenn used his own network to help connect them to the support they needed.

That kind of care is what sets Glenn apart. His work has never been limited to accounts, plans, and portfolios. It has always been rooted in people.

The business Glenn built reflects that same level of personal attention. Before taking on a new client, he meets with them several times to understand their goals, family dynamics, concerns, and long-term priorities. Those conversations help the team create a financial plan that fits the person. They also help Glenn determine whether Marr McInnes & Associates is the right fit.

If he believes another advisor could serve someone better, he would make that referral without hesitation.

That commitment to doing what is right has earned deep trust. Many clients have stayed with Marr McInnes & Associates far longer than is typical in the industry, a reflection of the relationships Glenn has built over decades. Those relationships were on his mind when he began planning his own retirement. He knew the transition could not be rushed. His clients deserved time, care, and the right person to guide them forward.

He found that successor in Myles McInnes.

Today, Glenn is no longer in a formal consulting role, though he remains involved as the transition continues through attending some client meetings and providing non-product-specific financial planning advice.

Even as he prepares to step away from the business he created, his focus remains exactly where it has always been: on the clients who placed their trust in him.

Glenn wouldn’t have it any other way.

Request an appointment

Mariane Santos has always loved a good challenge, especially one involving numbers. Her eyes light up at the thought of mutual funds, securities, and the kind of detailed financial questions that require patience, curiosity, and careful thinking.

Part of that excitement comes from the chance to work through a fresh financial puzzle and learn something new. But in her role as an executive assistant, it also comes from being part of a team she has seen make a meaningful difference in peoples' lives.

Mariane always knew she wanted to work in finance. She completed a Bachelor of Business Administration in her home country of Brazil, then chose to intern at an insurance company to begin building experience in the industry. More than a decade later, her enthusiasm has only grown.

What Mariane enjoys most at Marr McInnes & Associates is building ongoing relationships with clients and seeing the impact of the team’s work. She values the role they play in helping clients protect their wealth, make confident decisions, and feel more at ease in their financial lives.

She also appreciates the team’s proactive approach. Rather than waiting for issues to appear, they look ahead, anticipate needs, and coordinate with other professionals in a client’s financial circle, including accountants and lawyers. That kind of support helps clients feel cared for without having to manage every detail on their own.

Mariane is proud of how often Marr McInnes & Associates goes the extra mile. The team works hard to solve problems, follow through, and take on the details that can make a lasting difference for clients and their families.

So while puzzles and challenges may have drawn Mariane to the financial industry in the first place, it’s the chance to bring comfort, confidence, and support to clients’ lives that keeps her here.

Request an appointment

When Amy Mcdonald calls a client, the first thing she wants to know is how their grandchildren are doing, or whether they’ll be able to spend much time out at the lake this summer. She knows all of these little details because of how closely she listens during every conversation – the kind of listening you can only do when you are genuinely interested in the people around you.

Creating these kinds of connections is her favourite part of her job.

Amy has always had a big heart, which is why her previous career was in foster and respite care. Many of the children she looked after had complex needs, and she spent a lot of time organizing calendars and attending medical appointments. As an executive assistant, her big heart makes a huge difference in people’s lives through the thoughtfulness and consideration that she shows both her colleagues and clients. She doesn’t miss anything.

That’s another thing people notice right away about Amy: she has a keen attention to detail. She approaches meetings and emails with the same fervent focus that she brings to her client calls, and there isn’t a word, number, or punctuation mark that escapes her notice. She is currently working to become a licensed assistant, and looks forward to expanding her role at Marr McInes & Associates. 

She’s also always ready with a quick smile and a kind word. She knows that talking about money can be stressful, but she wants to make each interaction as enjoyable as possible. 

She’s the same way outside of the office, too – she loves organizing fun activities for her family, cooking for them and, when the weather is nice, building bonfires on their acreage just outside of Winnipeg.

Every day is an opportunity to turn the quotidian into something sweet and memorable.

She has currently completed the accreditation necessary to become a licensed assistant, and is excited for the new challenges brought on by this change.

Request an appointment

Arlo Sobiski brings a diverse professional background and a relationship-first approach to helping individuals, families, businesses, and Indigenous communities achieve their financial goals.

Throughout his career, Arlo has built a reputation for connecting people, creating opportunities, and developing long-term partnerships based on trust and accountability. His professional journey has taken him from fighting forest fires with Ontario's Ministry of Natural Resources to working in aviation, oil and gas, business development, and financial services. Along the way, he earned both helicopter and commercial pilot licences, flew floatplanes throughout Northwestern Ontario, and gained firsthand experience navigating complex challenges in demanding environments.

While his path into wealth management was unconventional, it provided him with a unique perspective that continues to shape his approach today. The lessons learned through aviation, emergency response, and business development—discipline, preparation, communication, and sound decision-making—remain central to the way he serves clients and communities.

As Business Development Manager with IG Wealth Management, Arlo focuses on building meaningful relationships and helping connect clients with the expertise, resources, and planning strategies they need to achieve lasting financial success. He believes trust is earned through honesty, responsiveness, and a commitment to doing what is right for clients.

A significant focus of Arlo's work is supporting Indigenous communities across Northwestern Ontario and Eastern Manitoba. Having grown up in Kenora, Ontario, he has longstanding personal and professional relationships throughout the region. He is particularly passionate about financial literacy and empowering Indigenous youth with the knowledge and tools needed to build strong financial futures.

Arlo believes the best outcomes are achieved through collaboration. By bringing together specialists across investment management, financial planning, insurance, estate planning, and business succession, he helps ensure clients have access to comprehensive advice tailored to their unique circumstances.

Outside of work, Arlo remains deeply connected to his family, community, and the outdoors. Whether coaching youth sports, spending time on the water, or travelling with his family, he values the same principles that guide his professional life: integrity, patience, hard work, and genuine relationships.

His career may not have followed a traditional path, but every experience has contributed to the perspective he brings today—helping clients navigate important decisions with confidence and clarity.
 

Request an appointment