Milestone Wealth Management

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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.

Our Core Values

Stability. Tenacity. Mastery. Integrity.

STABILITY

No matter your business or background, every entrepreneur and business owner strives for financial stability - reaching a milestone where one is filled with security, peace of mind, fulfillment, and most importantly, long-term prosperity. Similar to how green symbolizes growth, wealth and endurance, the Milestone team has the expertise to overcome potential fluctuations, the strength to consistently manage your assets and the perseverance to bring lasting financial success to life.

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.

Mastery

Mastery cannot be achieved alone, nor all at once. Blue symbolizes confidence, expertise and wisdom, and the Milestone team boasts more than over 80 years of knowledge and experience in wealth management. We recognize that as a business owner or entrepreneur, planning for your financial future is a continuous process. We will help you navigate your financial journey by offering insightful guidance and committed support along the way.

Integrity

Integrity is clear. Similar to how white symbolizes openness, truth and purity, Milestone exemplifies these characteristics by embodying a strong foundation of integrity. A person’s integrity strongly reflects his or her character, and at Milestone you can rest assured that we keep your best interests top of mind, operate with a high degree of transparency and strive to build genuine and authentic relationships with our clients.

OUR WHY

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WHY, HOW & WHAT
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OUR WHY

OUR WHY?

We are business owners and we support innovation and bold ideas.

Helping business owners, the lifeblood of our economy, realize their goals and aspirations

You want to succeed and we believe in building strong leaders for generations to come by rallying behind the risk takers and dreamers.

OUR HOW

Holistically integrate with your strategic advisors and stakeholders. Open and detailed conversations to develop a complete understanding of your specific aspirations.

We do this by investing in our clients and guiding their business pursuits on the path towards prosperity.

Our clients are our greatest resource – we’re simply fueling their financial journey.

OUR WHAT

Wealth management services

Holistic business succession planning

Advanced estate planning strategies

Tax planning

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TO DISCOVER THE WHY, HOW & WHAT OF OUR APPROACH

Milestone Wealth Management Ltd. offers the resources and flexibility to provide you with personalized wealth management. We do so through our proprietary process The S-Curve FORMula™.

Wealth Management is not a static situation but rather it is fluid and dynamic, like your life. We recognize that as your life unfolds your needs will evolve and, as such, we maintain an ongoing process that not only allows us to react to Critical Financial and Life Events but assures that we can actually prepare for them.

We know those events can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Our resources, experience and expertise take these many pieces of your financial puzzle and arrange them so that you have the complete picture and your path to financial independence becomes clear.

AN ENLIGHTENED PHILOSOPHY around all things financial
A PLANNING STRATEGY that remains fluid and dynamic
OUR PROPRIETARY PROCESS...

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WEALTH PLANNING

INTEGRATION, EDUCATION & SYNERGY

MULTIDISCIPLINARY EXPERTISE

Through our 7 pillars of Wealth Management, we consider all aspects of a client’s financial life when developing a customized, holistic plan. This includes trust & estate advice, tax planning, risk management and advanced insurance strategies, cash management, philanthropic solutions, and guidance and resources on financing, real estate and other special interests.

COLLABORATIVE COMMUNICATION

We work with each client and their family to understand what drives their decisions and develop strategies that meet individual and family needs. We take a collaborative approach by working with our client’s relevant professionals (lawyers, accountants) to ensure you achieve your wealth and lifestyle goals.

MULTIGENERATIONAL COUNSEL

We strive to prepare and empower each family member according to their needs, across generations. Depending on a family’s level of interest, we provide value-added services to our clients designed for the purpose of educating on investments and planning and helping extended family and friends.

INVESTMENT PHILOSOPHY

PROCESS-DRIVEN, DISCIPLINE & OPPORTUNITY

A SENSE OF BALANCE

Fundamentally, we believe investing is about balance – about bringing risk and return, action and patience into equilibrium. We focus on helping our clients find and maintain their own sense of balance when it comes to their investments. Based on your unique goals and expectations and your individual tolerance and capacity for risk, we’ll select the tools that suit your purposes and design a globally diversified portfolio tuned to your unique symmetry. Everything we do is process-driven and disciplined through all market cycles.

EXHAUSTIVE RESEARCH, INSIGHTFUL CONCLUSIONS

We seek input from multiple valuable resources to enhance our lengthy experience in the industry to provide insightful recommendations to our clients. We are continually evaluating existing and new strategies to create diverse solutions including active and passive investments that specifically meet your needs. To complement our in-house portfolio management, we conduct exhaustive research to bring best-in-class third-party managers factoring in performance, fee structure and risk, along with intensive due diligence and manager monitor.

RISK MANAGEMENT

In striving to manage risk, we adhere to our customized strategic and tacticalasset allocation process based on our proprietary methodology, utilizing domestic and global, traditional and non-traditional investments and asset classes. From a top-down perspective, our proprietary Milestone Recession Risk Composite™ helps guide our global asset allocations as well as the degree to which we pursue investment options. Through bottom-up research,we carefully select individual securities and actively managed solutions through a process that is driven by quality, growing value, and relative strength criteria.

RE-BALANCING AND MONITORING

We review our portfolio asset allocations and individual security weightings on a regular basis and rebalance back to our target weighting to ensure our portfolios stay aligned with your unique risk profile and to actively take advantage of seasonality and dislocations in the marketplace. In addition, we monitor our third-party managers and continually have diligent conversations to ensure their strategies are being executed accordingly.

TAX-AWARE & TAX-EFFICIENT

With detailed knowledge of the Canadian tax system, and in working with our client’s strategic partners such as Chartered accountants and Tax Specialists,we harness all the tools available to us to deliver tax-aware strategies and tax-efficient portfolio construction. This tax awareness goes beyond investments, but also through careful estate planning strategies to ultimately keep as much long-term capital in your control. For our small business client’s unique tax needs, we developed our tax-efficient Milestone M-Factor Portfolios (link below) specifically designed to be held inside the unforgiving passive tax rates of a corporation.

FEE-BASED APPROACH

Our value goes beyond just investment advice. Milestone prides itself on helping its clients by embarking on a financial journey and providing guidance every step of the way through high-touch and meticulous counsel, expertise, and custom-fit solutions. We work with the intention of developing multi-generational relationships with our clients that truly last a lifetime. As their lives unfold and needs evolve, our process is unwavering in its commitment to providing them the highest levels of service. Taking a fee-based approach allows us to better serve and anticipate our client’s needs.

Learn More About M-Factor

THE MILESTONE TEAM

At Milestones, we believe a team-based approach to wealth management ensures our clients benefit from a coordinated, disciplined methodology and the highest levels of service. Our team consists of Shawn Boos, Steve Booker, Steve Nielsen and Korina Fandrick. Although each has specific expertise, we believe that, together, we offer a combination of skills and experience that is truly leading edge.