Bernard is a co-founder of the Lee Miles Team and an Investment Advisor with over 25 years of experience.

He uses his expertise to ensure that the investments strategy that he and the Team’s clients reach together, work.

Bernard holds a BBA from Acadia.  In giving back to the community Bernard has chaired the board of his daughter Zoe’s swim club, has been a long time volunteer with Junior Achievement and serves on the executive of his community association.

Bernard and his partner Michelle enjoy travel, taking advantage of the locations they visit to experience new and exciting challenges.  Recently Bernard ran with the bulls in Pamplona, tried scuba diving off the coast of Honduras and went 176 mph on the track at Daytona.  His dream trip is to swim with the sharks off the Great Barrier Reef.

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.

~ Bernard Miles

Kim has been a member of the Lee Miles Advisory Team for close to three years. She has over 21 years of financial services experience and holds several industry designations including Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and Portfolio Manager.  She has a B.A. from Dalhousie as well as a B.Ed. from the University of Maine. Kim, her husband and their two daughters live in Halifax and enjoy spending time together at the family cottage on the South Shore. Kim is also active with biking and tennis, enjoys cooking and volunteers in her community.

“I have thoroughly enjoyed becoming integrated into the Lee Miles Advisory Team’s practice.  We strongly believe in understanding what is most important for our clients and executing on a plan for them so they can reach their goals.  It is exciting to see the progress clients make toward their goals as they take their respective journeys.”

~ Kim Reardon

“Kim’s strong family orientation and her addition to the Lee Miles Advisory Team allows all of us to further focus on all the families we serve. Kim’s knowledge of financial planning and her excellence in client service with attention to detail will contribute to our ability to enhance the experience of the households, entrepreneurs and retirees we care for.”

~ Bernard Miles

Joanne is the newest member of the Lee Miles Advisory Team. She joins us from the Treasury Department of CIBC where she managed cash and precious metal for 13 years. Her experience in the Treasury function highlighted her expertise in providing exceptional client service at the highest level of confidentiality. She also has several years of experience in human resources supervision giving her a strong skill set in understanding people’s needs, her ability to be a team player was well as a team builder. Joanne currently handles many aspects of administrative support for the Lee Miles Advisory Team.

In her free time, Joanne likes to read and hike. She and her husband enjoy spending time with their grandchildren and taking them camping.