Happy Anniversaries!

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Shawn Boos' MS Ride - Photo Diary

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Korina Fandrick Awarded Wealth Professional's 5-Star Advisor for 2022

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Milestone Elements™: Happy 20th Work Anniversary Steve Nielsen

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...

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Wealth Strategies: Family Income Splitting - CRA NEW Reduced Loan Rate

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...

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Milestone Elements™: Korina Fandrick Named a Finalist for the 2019 IIAC Top Under 40 Award

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...

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Milestone Elements™: Korina Fandrick Nominated for the 2019 IIAC Top Under 40 Award

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...

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Milestone Elements™: Milestone Asset Management Recognized as One of Canada’s Elite Independents for 2019

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...

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Milestone Elements™: Milestone Nominated as a Finalist for Excellence in Philanthropy & Community Service

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...

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Milestone Elements™: Milestone Asset Management Included in Top 50 Advisors in Canada

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...

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