Summary of the Government of Canada COVID-19 Economic Response Plan

Published by Milestone Asset Management on Mar 20, 2020

Here is a summary of all the direct individual and business stimulus measures being implemented through the Federal $82 billion economic stimulus package made necessary by COVID-19’s impact on Canada and the global economy. There are measures that impact...

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Market Insights: Fourth Quarter Wrap-up

Published by Milestone Asset Management on Jan 10, 2020

Welcome to a new year and a new decade!...

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Retiring Abroad: House Sitting Your Way Around the World

Published by Milestone Asset Management on Jan 07, 2020

For some Canadian retirees, relocating to somewhere exotic and with milder winters is a dream worth pursuing. There are many ways to realize this dream, from the more traditional “snow-birding” for a few months each winter in a familiar place like Florida...

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Wealth Strategies: Tax-Savvy Estate Transfers

Published by Milestone Asset Management on Nov 30, 2019

Dealing with the passing of loved ones is never an easy situation, nor is dealing with the implications of wealth and estate transfers, and the resulting taxes. However, there are sometimes unadvertised loopholes that can significantly reduce tax liabilities...

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Retiring Abroad: Can I Retire Abroad and Keep Receiving CPP and OAS?

Published by Milestone Asset Management on Nov 05, 2019

Can I Retire Abroad and Keep Receiving CPP & OAS?...

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The Most Hated Bull Market in History Continues...

Published by Milestone Asset Management on Oct 29, 2019

Over the last ten years, and especially since 2013, the current secular bull market has been dubbed by many market pundits as 'the most hated bull market in history'. The proverbial 'Wall of Worry' for markets. So maybe we call this one the 'Great Wall...

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We recently announced that Korina Fandrick was nominated by the Investment Industry Association of Canada for their 2019 Top Under 40 Award. Today, the IIAC formally named the three Finalists for the award and Korina Fandrick made the short list. The...

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Market Insights: Third Quarter Wrap-up

Published by Milestone Asset Management on Oct 11, 2019

North American equity markets were able to grind slightly higher again in the third quarter after similar results in the second quarter. On the other hand, international markets were mostly lower with emerging markets leading the downside. Most of the...

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Canada Child Benefit - More Bang for the Buck Than You May Realize The Canada child benefit (CCB) is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age. To determine the amount of...

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Korina Fandrick Nominated for the 2019 IIAC Top Under 40 Award Milestone's Korina Fandrick has been nominated by the Investment Industry Association of Canada for their 2019 Top Under 40 Award. This year’s award recipient will be announced at the Investment...

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