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 Party...
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...
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 Investment...
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 profile...
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 philanthropy...
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 designation...
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 Fandrick...
Milestone Featured in Wealth Professional Magazine: The Building Blocks of a Solid Wealth Management Business Milestone Asset Management was recently featured in the Wealth Professional Magazine in an article titled The Building Blocks of a Solid Wealth...