MILESTONE WEALTH NEWSWIRE

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...

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...

Master's College Film Festival - Save the Date February 28, 2019 Milestone Asset Management is again excited to participate in the fourth annual Master's College Film Festival. Scheduled for February 28th 2019, we look forward to another evening of...

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...

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...

Milestone nominated as a finalist for the National Bank Financial Award for Outstanding Philanthropy & Community Service. A national award ceremony will be held in Toronto on May 31 2018 to determine who will take home this coveted award. We are very...

Client Relationship Model 2, or the acronym known in the Canadian investment industry as CRM2, is a new level of reporting which is rolling out across Canada in 2017 ......

Practice Management In September, our team had the benefit of attending a conference entirely focused on how advisors could run their businesses. ...