Wealth Strategies: Do You Need a Personal Directive?
August 19, 2025 - Test Milestone
Wealth Strategies: Considerations for Commencing CPP & OAS
August 19, 2025 - Test Milestone
Wealth Strategies: Income Splitting - Post TOSI (Tax on Split Income) Revisions
August 19, 2025 - Test Milestone
Wealth Strategies: 2023 Federal Budget Highlights
August 19, 2025 - Test Milestone
Market Insights: Over Six Months Without a Major Low
August 19, 2025 - Test Milestone
Wealth Strategies: The Tax Advantages of Buying Bonds at a Discount Versus Buying GICs
August 19, 2025 - Test Milestone
Market Insights: 200-Day Moving Average Turns Positive
August 19, 2025 - Test Milestone
Market Insights: June Seasonality and Election Years
August 19, 2025 - Test Milestone
Market Insights: Nasdaq and Dow Jones Industrial Performance Gap
August 19, 2025 - Test Milestone
Wealth Strategies: Principal Residence Exemption Decision - Home or Cottage?
August 19, 2025 - Test Milestone
Happy Anniversaries!
Milestone Wealth Management Ltd. - Aug 19, 2025
We at Milestone Wealth Management have much to be grateful for. In November, we will celebrate 30 years since the company was originally founded back in 1993.
In addition to this ‘milestone’, Shawn Boos celebrated his 25th anniversary with the firm back in February, and Steve Booker will celebrate his 25th anniversary in November as well. Over this time, Shawn and Steve have witnessed various market cycles, travelled, skied and cycled together, raised kids (all now off to university) and become lifelong friends.
Congratulations to Shawn, Steve and the whole Milestone team! 2023 is certainly a year to celebrate and express our gratitude!
This image was taken at our Christmas party in 2000 with Shawn Boos, Steve Booker and Steve Nielsen (L to R).
