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Lee Miles Advisory Team

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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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The Lee Miles Advisory Team takes a very disciplined approach to investment planning on behalf of clients through preventative and proactive methodology which has been implemented since 1998. After the most important decision of asset allocation, the Lee Miles Advisory Team focuses on:

  • Completing a comprehensive financial plan to determine your financial roadmap and destination.
  • Constructing a conservative approach to investing.
  • Overseeing a concentrated portfolio, typically of 20 companies or less from a universe of over 5,500.
  • Conducting a detailed investment analysis, company by company reviewing one financial instrument at a time.
  • While a strategic consideration is given to the overall economic outlook, long-term wealth creation through the ownership of blue chip companies that share their earnings on a reliable basis with investors.
  • This process enables the Lee Miles Advisory Team portfolios to be actively managed to ensure cashflow and target returns are rapidly reinvested to maximize total return.

We are a dedicated team of experienced financial professionals who provide comprehensive financial planning and advice to a selective group of clients and their families who hire us to look out for their best interests. We conduct this within the framework of our “family” office where we have the expertise to handle all issues that are of importance to the families that employ us. We help families and entrepreneurs understand the business of finance.

Families appoint us to help guide them through complex situations that they either lack the expertise to make an informed decision or are simply too busy operating their companies and require a second opinion. Families trust us to assist them in making many important decisions. Some will have far-reaching consequences for the family’s financial future. Our clients trust our team to debate all the issues from economic, tax, legal and strategic perspectives in order to make concise and clear recommendations. As a result of the inclusive services we deliver to our families we are able to accept new families to our practice on a referral basis only.

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Our team

Bernard Miles

Bernard Miles, CIM

Investment Advisor
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Kim Reardon

Kim Reardon, FMA, CIM, BA

Associate Investment Advisor
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Joanne Zwicker

Joanne Zwicker

Client Associate
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Celine Opitz

Sales Assistant
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Please join us! We invite you to subscribe to our news and insight services by clicking on any below topics you are interested in.

  • Financial Foresight for Young Professionals from Lee Miles Advisory Team
  • Lee Miles Advisory Community Contributions
  • Lee Miles Advisory Team Tax Planning Tips Lee Miles Email Newsletter List
  • Making College and University more affordable from Lee Miles Advisory
  • The Art of Cash Management from Lee Miles Advisory Team
  • Wealth Protection Strategies from Lee Miles Advisory Team

If you are interested in receiving multiple news and insight services, contact us and let us know which ones you would like to receive. 

 

Contact us

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.


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