Financial Planning Partners

No one can predict the future, but you can plan for it.

The Lee Miles Advisory Team works with you to help ensure you can meet your future goals. We partner with financial experts, who help you develop a financial plan. This plan informs our investment approach and how your investments will assist you in achieving those financial goals.

Family Matters Retirement Education Planning Major Purchase Planning

Making use of a "family office" framework allows us to handle all issues that are of importance to the individuals and families we serve. For a full view of our services click here.

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist

Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your

trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning

and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.

Krista LeBlanc, CFP®

Financial Planning Specialist

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

Craig Merriam, TEP, CFP®, FMA, RRC, BA, MPA

Financial Planning Specialist

Craig’s been advising affluent families and business owners for over 20 years to create holistic, personalized, wealth plans. As an experienced, accredited professional and skilled communicator, Craig works closely with you and your

trusted advisors, taking the time to understand what’s important to you and your family, now and in the future. He’s earned BA and Master of Public Administration degrees from Dalhousie University. With his passion for planning

and experience, Craig can answer your unique questions, the nexus of any Wealth Plan.

Krista LeBlanc, CFP®

Financial Planning Specialist

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.