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