Retiring Abroad: Travel Advisories and Travel Insurance Coverage

Published by Milestone Wealth Management Ltd. on May 13, 2020

Retiring to a warm and beautiful location, even for just part of the year, has always been a dream of many Canadians. However, the topic of retiring abroad has become more convoluted in the last few months. Due to the unprecedented and unpredictable coronavirus...

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Milestone Collaborates with FinTech Wealth Platform to Deliver Better Client Experience

Published by Milestone Wealth Management Ltd. on May 06, 2020

This spring, the team at Milestone Wealth Management initiated the rollout of several technologies aimed at enhancing our client experience in 2020 and beyond. March saw the release of our new risk profiling system, as well as the transition from paper...

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Wealth Strategies: Government Support for Business Owners During Covid-19

Published by Milestone Wealth Management Ltd. on Apr 18, 2020

We continue to receive information and amendments on federal government aid packages available for small and medium-sized businesses affected by the COVID-19 situation. This includes both wage subsidies and credit through the Canada Emergency Business...

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Market Insights: First Quarter Wrap-up

Published by Milestone Wealth Management Ltd. on Apr 14, 2020

Market Update We want to express our sincere hopes that you and your family are healthy and managing well during this difficult period. The first quarter of 2020 was unlike any we have seen in a very long time. In response to the pandemic and the social...

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Wealth Strategies: Summary of the Government of Canada COVID-19 Economic Response Plan

Published by Milestone Wealth Management Ltd. 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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