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 ...
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 ...
“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
"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
"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