We are fiduciaries

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Our
P
hilosophy. Our
P
rocess. Our
P
eople.

As fiduciaries, and as an independent, privately owned portfolio management firm, we serve clients with one question in mind: “Is this the best choice for our client?”

Our advice is always unbiased and unconstrained, built around your goals and tailored financial strategies.

We combine advanced planning with pension-style investment solutions to create truly personalized outcomes.

Latest from Our Team

Market Insights: U.S. Federal Taxes: Who’s Carrying the Load?

Sep 08, 2025 - Test Milestone

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Market Insights: Three Signals for Future Growth

Sep 08, 2025 - Test Milestone

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Market Insights: Second Quarter Wrap-up

Sep 08, 2025 - Test Milestone

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Market Insights: U.S. Federal Taxes: Who’s Carrying the Load?

Sep 08, 2025 - Test Milestone

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MILESTONE'S CORE PHILOSOPHY

We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure a family legacy. As their Complete Family Office (CFO), we’ve developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and their needs evolve. We call it the S-Curve FORMula, which is the integration of their business and personal financial journey.

 

We never lose sight of what matters most to our clients; Family, Occupation, and Recreation. This is why our clients have entrusted us as stewards for their Money, helping them accomplish these three vital matters. It is why financial independence is important to them and to us. Through thought leadership, our process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.

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Our Core Values

Stability. Tenacity. Mastery. Integrity.

Stability

Stability

Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs. At Milestone, we demonstrate tenacity in all of our actions, from protecting our clients’ assets to offering advice and developing realistic, trusted investment strategies.

Tenacity

Tenacity

Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs. At Milestone, we demonstrate tenacity in all of our actions, from protecting our clients’ assets to offering advice and developing realistic, trusted investment strategies.

Integrity

Integrity

Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs. At Milestone, we demonstrate tenacity in all of our actions, from protecting our clients’ assets to offering advice and developing realistic, trusted investment strategies.

Mastery

Mastery

Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs. At Milestone, we demonstrate tenacity in all of our actions, from protecting our clients’ assets to offering advice and developing realistic, trusted investment strategies.

Trusted Relationships

Decades of Loyalty and Trust

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90%

Client retention rate

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10+ Years

90% of existing clients have been with us for 10 years

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90%

Over 90% of our clients comes from referrals.