CONTACT US

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.