Prev Bio
Next Bio
Emily Miles Client Service Specialist

Emily is a Client Services Specialist who is always ready to help! She has a Bachelor of Commerce degree from the UBC Sauder School of Business, where she studied accounting and sustainability economics. Emily has had exposure to the finance industry through previous experiences in private accounting and was a Vice President for UBC's personal tax agency. She is currently working towards becoming licensed with the Canadian Securities Institute.

Outside of the office, Emily enjoys exploring the outdoors, long distance running and frequenting local fitness studios. She combines her academic background, diverse work experience, and personal dedication to fitness into a unique blend that makes her an exceptional Client Services Specialist. Her ability to connect with clients, understand their needs, and deliver high-quality service is a hallmark of her professionalism and a significant asset to the team.

Prev Bio
Next Bio
Sophisticated wealth management