We at Milestone Wealth Management are pleased to announce that we are celebrating a “milestone” of our own. July 2020 marked Steve Nielsen’s 20th anniversary with our company. The old image below was taken almost 20 years ago today at our Christmas...
The accounting firm Bennett Jones has written up an insightful update below on how to effectively income split with family members in order to reduce your overall household tax load. If you wish to learn more and discuss how this might be applicable...
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...
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...
Wealth Professional Canada spotlights some of the top independent wealth management practices across Canada and finds out what they’re doing to make themselves successful. Our team at Milestone Asset Management is pleased to be included in this...
Milestone Nominated as a Finalist for Excellence in Philanthropy & Community Service A national award ceremony will be held in Toronto on May 30, 2019 to determine who will take home this coveted award. We are very proud to be a finalist in the...
Milestone Asset Management Included in Top 50 Advisors in Canada For the second consecutive year, Milestone Asset Management has been included in Wealth Professional’s list of Canada’s Top 50 Advisors. We are pleased to be recognized with this design...
Milestone’s 4th Annual Masters College Student Film Festival & Fundraiser With nail-biting suspense, this year’s Film Festival attendees were glued to the big screen as three films jostled for first place through real time voting. With phones in hand...
Korina Fandrick Featured in Wealth Professional Magazine: Guiding Clients Through the Noise With all the market volatility this year and especially over the last two months, we thought it would be an ideal time to highlight an interview our Korina...
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