OUR INSIGHTS

Steve Nielsen Nominated for the 2018 IIAC Top Under 40 Award Milestone's Steve Nielsen has been nominated by the Investment Industry Association of Canada for their 2018 Top Under 40 Award. Here is the announcement in the upcoming October edition of...

Wealth Strategies: Charitable Impact Strategies Giving to charities, fundraisers, and other causes close to our heart is a great way to give back to our community and use our assets to create a positive impact for those in need. That said, depending...

Shawn Boos Featured in Wealth Professional Magazine Shawn Boos was in the media again, this time featured on page four in the June issue of the Wealth Professional Magazine. Their "Head to Head" section asked the same question to three portfolio mana...

U.S. Wage Growth Heating Up! We have highlighted many positives for the US market in our recent Market Insights posts, including surging manufacturing growth, cycle high levels of consumer confidence, an intensifying credit boom set to provide more...

Retiring in Kelowna, BC - Part II There are many incredible places in the world to consider when envisioning your ideal retirement destination. However, arguably one of the best places in the world is right in Calgary’s backyard – Kelowna, BC. It has...

Surging Growth for U.S. Manufacturing In our Second Quarter Wrap-up commentary, we discussed our fundamentally positive core thesis on the US markets and noted the strength of the NFIB Small Business Optimism Index, which recently hit a new peak for...