Bernard is a co-founder of the Lee Miles Team, and a Senior Portfolio Manager/Investment Advisor with over 30 years of experience. He has an enduring passion for the industry that has become his life’s work. Experience and expertise gained over his career is central to ensuring that the investments serve the client family’s needs, goals, beliefs and work to achieve their ambitions.

Bernard holds a BBA from Acadia and has achieved the professional designation of Chartered Investment Manager. In giving back to the community, Bernard has chaired the board of his daughter Zoe’s swim club, is actively involved with healthcare charities, and serves on the executive of the ‘Halls Harbour Community Development Association’, which includes examining the impact climate change may have on the small community.

Bernard and his wife Michelle enjoy travelling – taking advantage of the locations they visit to experience new and exciting challenges. This includes running with the bulls in Pamplona,  scuba diving off the coast of Honduras, and driving 176 mph on the track at Daytona. When he is not working, he spends time cooking and gardening.

Kim has been a member of the Lee Miles Advisory Team for over six years now. She has more than 25 years of financial services experience, holds several industry designations including Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and has been a Portfolio Manager for close to ten years. Prior to finding her passion in the finance industry, she completed a B.A. at Dalhousie and received a B.Ed. from the University of Maine.

Kim and Bernard work closely together to develop model portfolios for their clients. She also builds financial plans for clients and assists them in goal setting. Kim truly enjoys working with clients and building close relationships with families, which continue through to next generations. Kim, her husband and their two teenage daughters live in Halifax and enjoy spending time together at the family cottage on the South Shore. Outside of work, Kim loves to bake, cook and engage in healthy living. She is a devoted dog-mom and believes in supporting green initiatives to help the environment.

Joanne came to join the Lee Miles Team in 2016. Prior to this she worked in the Treasury Department of CIBC where she managed cash and precious metal for 13 years. Her many years of experience within CIBC provide her with a unique insight of the business and she views client confidentiality as a key cornerstone of the relationships the team builds. She also has several years of experience in human resource supervision, giving her a strong skill set in understanding people’s need. Joanne provides administrative support to Kim and Bernard and is registered with IIROC, having completed the Canadian Securities Course (CSC).

In her free time, Joanne likes to hit the gym and to spend time with her grandchildren. She is looking forward to having more time with her soon-to-be retired husband, Kevin, and decorates her house to the fullest on special occasions - she is an avid holiday decor collector!

Ashima grew up in India and moved to Canada in 2019. Before joining the Lee Miles Advisory Team in October 2022 as an administrative assistant, she lived in Toronto and worked at a contact center for three years. Her previous experience in client service has substantiated her belief in the importance of clear, efficient communication and trust in building lasting relationships with clients. Ashima is currently working towards completing the Canadian Securities Course (CSC).

Outside of work she enjoys reading, hiking, and exploring Nova Scotia. When she has the opportunity, she loves visiting India to see her family. Her hope is to do much more traveling in the future – spanning from destinations in Europe all the way to South America.

Céline joined the Lee Miles Advisory Team in the summer of 2022. She works with the team full time over the summer and part time in the fall/winter, while pursuing a Bachelor of Science in Psychology and a minor in business at Dalhousie University. Céline enjoys being able to interact with clients and getting to know clients on a personal level to understand their future goals. Her current responsibilities include handling the team’s social media platforms and marketing materials. She works closely with all team members to assist with the daily administrative tasks.

Céline immigrated to Nova Scotia from Germany at the age of six and considers Wolfville/Halifax her home. In her spare time, Céline loves playing piano, spending time outdoors (hiking, biking, etc.), and cooking/baking. She is also very passionate about the environment and trying to reduce her carbon footprint.