At Milestone Investment Counsel, we take pride in providing our private wealth clients with what we sincerely believe is the best offering of disciplined portfolio management, value and personalized service in the industry. Consider our record:. In 1996, Milestone led the industry as one of the first investment firms in Canada to bring the benefits of low-cost indexing to private clients.
The vast majority of firms in North America now offer exchange-traded funds (ETFs) or other indexing options. We were among the first and remain one of the few investment counsellors in Canada authorized by U.S.-based Dimensional Fund Advisors (DFA) to use its highly respected, proprietary investments to further enhance performance for our clients.
The vast majority of firms in North America now offer exchange-traded funds (ETFs) or other indexing options. We were among the first and remain one of the few investment counsellors in Canada authorized by U.S.-based Dimensional Fund Advisors (DFA) to use its highly respected, proprietary investments to further enhance performance for our clients.
Services
We are inspired by a vision to provide individuals and families with a unique offering of institutional-quality expertise, high-value portfolio management and personalized service. Paul Mitchell and Donna Siler left senior roles with a major Canadian investment counselling firm to found Milestone in 1996.
As a small, independent investment counselling firm, we foster meaningful client relationships that enable us to provide truly personalized wealth management services. It takes time and effort, but it is also an essential ingredient in our ability to deliver results. And we are happy to say that it is the most rewarding part of our work.
Superior portfolio performance is essential to long-term investment success, but it can be quickly eroded by fees and other costs, including taxes. Milestone is focused on maximizing value for our clients by minimizing portfolio management costs so you can preserve and build your wealth. The impact of fees on portfolio value is especially significant when compounded over many years.
Milestone is uniquely positioned to help reduce and defer tax on investment income and enhance what really matters - your personal returns after tax. In our industry, investment performance is generally reported without regard to the tax liability that accrues to individual investors each year.
As investment counsellors who know your financial situation, we're able to recommend and help you implement a broad range of strategies to maximize your after-tax wealth.Your comprehensive investment plan reflects your goals, marginal tax rates, time horizon, family situation and income (both current and future).
As investment counsellors who know your financial situation, we're able to recommend and help you implement a broad range of strategies to maximize your after-tax wealth.Your comprehensive investment plan reflects your goals, marginal tax rates, time horizon, family situation and income (both current and future).
Retirement planning is a primary objective for most of our clients. The first thing we do is recommend a realistic savings plan to implement throughout your career, based on individual retirement priorities. When retirement approaches, we use sophisticated models and scenario analysis to help you construct a projected income and spending plan.
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