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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Lee Miles Advisory Team

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Our solutions

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 420-8218
Email Email us
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Our solutions

In today’s challenging environment we utilize a range of resources to ensure that your family’s financial plans remains on track. Our objective is to ensure that all of our clients whether individuals, entrepreneurs, households or institutions achieve their financial goals, regardless of the complexity of their financial circumstances.

As with any solution, we begin by establishing your time horizon and lifestyle goals, income sources and estimating costs.

Financial Planning

This is what Lee Miles Advisory Team practices! It is a philosophy to listen to you and your families’ goals and dreams. Why is Financial Planning important? Read what 15,000 Canadians have experienced. From your hopes and dreams we create a dynamic plan put it into action one month at a time. It can encompass all or any of the following:

 

Key iconRetirement, Education & Major Purchase Planning

Income & asset protection

Self-directed plans financing strategies

 

 

Shield iconIncome & Asset Protection

Personal and/or business
Life, disability & critical illness
Multi-generational planning including spouse, children and dependents

 

Briefcase iconPortfolio Advice & Execution

Risk tolerance & asset allocation
Re-balancing & ongoing advice
Information & education

 

Line graph iconTax Planning

Tax minimization strategies
Estate maximization strategies

 

 

Tree iconCredit & Lending

Debt reduction strategies
Borrowing to invest

 

 

Currency iconSmall Business & Commercial Services

Lending packages
Banking packages
Family office services

 

Documents iconWill and Estate Planning

Wills, Trusts, Power of Attorney (POA), Estate Planning
Executor’s responsibilities
Passing on assets effectively
Charities & planned giving 

 

Bank officeCash Flow Management & Banking Services

Income & expense management strategies
Strategies behind buying or selling assets
Online, telephone & branch based banking services

 


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 IIROC  Canadian Investor Protection Fund

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.