Lee Miles Advisory Team

Lee Miles Advisory Team Lee Miles Advisory Team is a full service Investment advisory team.

We take a very disciplined approach to investment planning on behalf of clients through preventative and proactive methodology since 1998. We firmly believe in identifying an asset allocation weighting that is in harmony with our clients’ stage in their “investment life cycle”. We also believe that it is vital to everyone’s success – both our clients and our team - that this be monitored on a regular basis and updated when situations change.

02/07/2025

"Plan ahead: It wasn't raining when Noah built the ark." - Richard Cushing

A will is an important piece of your needed at the time of your passing, but isn’t the only piece.🧩

An estate plan is something you build when you are alive and takes into consideration your beneficiaries, assets, liabilities, any insurance needs and so much more. Having an estate plan is one of the greatest gifts you can give your family. It brings clarity and structure to a time in life that is often filled with turmoil and emotions.

Please reach out if you have any questions or would like to get an estate plan underway.

Bernard Miles: ✉️ [email protected] or 📞 902-420-8218

Kim Reardon: ✉️ [email protected] or 📞 902-420-8206

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Wishing you a joyous Lunar New Year filled with prosperity and good fortune. May the Year of the Snake bring wisdom, tra...
01/29/2025

Wishing you a joyous Lunar New Year filled with prosperity and good fortune. May the Year of the Snake bring wisdom, transformation, and continued success in all that you and your loved ones pursue.

On the economic front, Some countries are obviously uncomfortable relying on Russia for supplies, as CIBC’s Avery Shenfe...
03/28/2022

On the economic front, Some countries are obviously uncomfortable relying on Russia for supplies, as CIBC’s Avery Shenfeld explains. With Canada’s exports significantly overlapping Russia’s, to what extent can our country actually fill in the gap?

If you're looking for an au naturel wellness experience catered by Mother Nature, here are the top 10 hot springs you ca...
03/26/2022

If you're looking for an au naturel wellness experience catered by Mother Nature, here are the top 10 hot springs you can visit across the U.S.

The US is home to some of the most diverse spots on the planet for a natural soak outside: here are the best.

With commodities climbing, the S&P/TSX Composite is outperforming many of its peers this year. But will this continue? C...
03/21/2022

With commodities climbing, the S&P/TSX Composite is outperforming many of its peers this year. But will this continue? CIBC’s Craig Jerusalim notes that the benchmark still trades below its 20-year average P/E ratio, so there may still be room to run.

Ireland is filled with epic landscapes and hidden treasures once you get out of the city centres. Here are a few ideas f...
03/19/2022

Ireland is filled with epic landscapes and hidden treasures once you get out of the city centres. Here are a few ideas for excellent road trips you can take on across the island when you visit.

With epic coastlines, lush countryside, charming villages and buzzing cities, Ireland is a joy to explore. Here are the 10 best road trips in Ireland.

It's normal for you to feel panicked seeing volatility in the markets. However, it's important to remember to keep emoti...
03/17/2022

It's normal for you to feel panicked seeing volatility in the markets. However, it's important to remember to keep emotions out of your investment decisions during these turbulent times.

It's normal to panic. The key is not to act on it, says psychologist Brad Klontz. Here are his techniques to stop emotions from ruling your financial life.

A new study suggests that people turned to music to help them improve their mood and mental health during Covid lockdown...
03/15/2022

A new study suggests that people turned to music to help them improve their mood and mental health during Covid lockdowns. What are your go-to mood boosting activities?

A study published in Psychology of Music suggests that people adjusted their music listening habits as a way of coping with the COVID-19 crisis. Israeli ...

Interest in ETFs has exploded in popularity recently, and growth is likely to continue as CIBC Asset Management's David ...
03/14/2022

Interest in ETFs has exploded in popularity recently, and growth is likely to continue as CIBC Asset Management's David Stephenson explains. Contact me today to learn more about the various features that differentiate ETFs and mutual funds.

It's been two long years of restrictions during this pandemic. Luckily, as cases subside, more countries are opening up....
03/12/2022

It's been two long years of restrictions during this pandemic. Luckily, as cases subside, more countries are opening up. If you're looking to travel soon, check out this country-by-country guide to reopenings.

Editor’s note: This post was last updated on March 5, 2022 with new information.

Spurred by geopolitics, the pandemic and global central banks’ policies, CIBC Asset Management’s Michael Sager character...
03/10/2022

Spurred by geopolitics, the pandemic and global central banks’ policies, CIBC Asset Management’s Michael Sager characterizes current “volatility in the markets as elevated but certainly not exceptional on the high side.”

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