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Lee Miles Advisory Team

  • Home
  • About Us
  • Our Solutions
    • Our Approach
    • Discretionary Investing
  • Our Partners
    • Financial Planning
    • Estate Planning & Trust
  • Market Insights
  • Contact us
  • Login to Lee Miles

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Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-8218
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INDIVIDUAL GOALS REQUIRE INDIVIDUAL SOLUTIONS

We believe every client is unique and has their own distinctive goals. The portfolios we build reflect what is best for each individual client. Our relationships with clients provide the foundation for understanding their personal needs and visions.

 

LeeMiles Advising: What to expect

The LeeMiles Advisory Team believes that each client is different – no individual, family, or business is the same. We design a comprehensive financial plan individual to you. Every client’s financial roadmap and destination is created for them.

 
Our proactive approach considers the overall economic outlook, while investing in blue chip companies which provide earnings on a reliable basis for long-term wealth creation (companies with a reputation for profitability, quality, and reliability).
 
Every team member is dedicated to the continued success of the clients who place their trust in us. We are passionate about what we do, and want to help you tackle whatever financial or personal matters you may have that we can assist with.
 

Our clients

Families and businesses hire us to help guide them through complex financial situations.

Our aim is to make things clear and simple  in each instance we are called upon to provide service.

 

OUR COMMITMENT TO YOU

 

Personalized investment plan

We believe that each client is different – no individual, family, or business is the same. Your financial roadmap and destination is created distinctively for you.

 
 
 

Looking to the horizon for economic changes

We are constantly evolving, monitoring and researching in order to ensure our securities selections keep up with  the ebb and flow of today’s markets.
 
 
 

Honest communication

As a team, we uphold clarity, transparency and certainty of our service. It is important to us that you understand and feel comfortable with your finances. 
We value your time and make every effort to keep our interactions as clear and concise as possible.          The method and frequency of communication is tailored to you.
 
 

Adapting your strategy

Life doesn’t always go as planned: sometimes our priorities change or new challenges arise . Whether some changes are intended or not, we will continuously adapt your investment strategy and risk profile to ensure you can meet your financial goals.
 

An inclusive team

We support and welcome people from diverse backgrounds. Please do not hesitate to reach out to start a conversation.

 

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Fisherman, Self-employed

I have dealt with Bernard Miles for approximately 20 years. I have found him to be very personable and well informed about all aspects of finance. Recently, Bernard has gone "above and beyond". I was stressed when I learned that CRA was conducting a tax audit. For me it would have been a long and arduous task, but Bernard took care of every last detail. I would highly recommend Bernard Miles for anyone in need of financial advice. - Client for ...

Retired Couple

We have worked with Bernard and his team for over 10 years and look forward to working with them on an ongoing basis moving forward. In addition to the ongoing support of our portfolio, Bernard and his Team assisted us with a full financial plan and estate planning (preparation of wills, power of attorneys, etc.). These are items that we kept putting off but are so happy to have completed with Bernard’s encouragement and support. - Clients sin ...

Lawyer

“Bernard has been the exclusive financial advisor to our family for more than 25 years and across three generations. Bernard is responsive, personable, and generous with his time. Yet he will not hesitate to push for a ‘course correction’ if he sees anything out of alignment.” - Client Family since 1998, Age 54

Retired Counselor

"Several years ago my lawyer recommended that I meet with Bernard Miles of CIBC Wood Gundy. I have not looked back. Bernard is a brilliant young man who put me at ease and made it obvious that he, and his amazing team, wanted to get to know about me as a person, my needs and goals. In short, I went from worrying that I might outlive my money to being convinced that my dog and I will be able to live out our lives in comfort." - Client since 20 ...

Client Family, Self-Employed & Doctor

"The Lee Miles Team has done an amazing job of providing us with financial advice for the past 15 years. Bernard has helped us navigate the funding of our daughters’ university education and the purchasing of a property, while still remaining on track for our retirement. We can look forward towards our future retirement and our financial goals in peace, knowing that that they are in safe hands." - Client Family since 2008, Ages 53 & 58

Chief Financial Officer of a Private Family Company

"Our family appreciate working with your team during the recent closing of our Mother's Investment Account. Dealing with the death of a parent is difficult, but then looking after Estate affairs is not any better. Your advice, help and understanding has certainly made this task as easy as possible, for us. We know that Mom had confidence with CIBC Wood Gundy. We also experienced that confidence during our recent interactions with your team!" - Cl ...

Retired School Board Employee

‎"Thank you, you awesome guys. You make me feel like I am your only client! " - Client since 2011, Age 71

Artist, Self-employed

"The fund record has been very impressive this year, Bernard, I continue to be amazed but shouldn't be considering how hard you have worked to steer the course! Onward ho! Thanks again for your expertise and diligence." - Client since 2011, Age 67

 

OUR APPROACH

 

 

Successful investing is about managing risk, not avoiding it. - Benjamin Graham

 

The assets we select are chosen based on your current and future plans, as well as your risk tolerance. Our portfolios consist of investments that pay earnings on a reliable basis and are known for their reliability.

To learn more about our approach click here.

 

Third generation & our youngest client.

 

Our team

Headshot of Bernard Miles

Bernard Miles, CIM

Investment Advisor
Senior Portfolio Manager
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Kim Reardon, FMA, CIM

Associate Investment Advisor
Portfolio Manager
LinkedIn
Twitter

Joanne Zwicker

Client Associate
LinkedIn
Twitter
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Celine Opitz

Administrative Assistant

Ashima Dhawan

Administrative Assistant
Learn more
 

Login to Lee Miles

Please click below to enjoy our exclusive postings and podcasts regarding “What Keeps You Up At Night?”, “Letters to my Daughter” and “Portfolio Perspectives.”

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Lee Miles Advisory Team logo

Since 1998, the Lee Miles advisory team has taken a comprehensive approach to investment planning through preventative and proactive methodology. Our passion for helping clients serves as the foundation of our work. Explore Our Services

 

 

 

 

Contact us

Address

Lee Miles Advisory Team Address
1969 Upper Water Street, Tower Two
Suite 1801
Halifax, NS B3J 3R7
Telephone number: (902) 420-8218
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.