Thank you for your inquiry. Your privacy is important to Milestone Wealth Management Ltd. No information will be released to any unrelated third party. Once the form has been submitted, a Milestone representative will contact you.

In our experience, those individuals/families that are a good fit for our firm’s services have the following characteristics:

· At least $500,000 of investable assets and/or a net-worth greater than $2M

· Wish to delegate their financial planning, investment management and tax planning requirements to a team of experienced wealth professionals

· Those who aspire to a work-optional lifestyle and to secure a family legacy

· Strive to develop a long-term working relationship with a trusted advisory team

· Comfortable communicating via email, phone and the internet.