Meet Our Team

Meet Our Team

We are inspired by a vision to provide individuals and families with a unique offering of institutional-quality expertise, high-value portfolio management and personalized service.

Paul Mitchell and Donna Siler left senior roles with a major Canadian investment counselling firm to found Milestone in 1996. Their vision was to provide private clients with the kind of expert portfolio management usually only available to institutional investors, such as pension and insurance funds. They were determined to provide clients with “high touch” investment and wealth management services while keeping their fees amongst the lowest in the industry. Steve Martin, their former colleague, joined the firm in 2001, and Dan Solomon joined in 2017.

Paul D. Mitchell CFA

Paul has over 25 years’ experience in private wealth management, including extensive knowledge of the legal and tax complexities of trust law. As Senior Portfolio Manager for CT Private Investment Counsel, Paul supervised a team of 18, managing and overseeing more than $1.5b worth of individual and trust account assets for ultra-high net worth clients.

Donna L. Siler CFA

Donna has over 30 years' experience in the investment business. As a partner in a large investment counselling firm, she managed institutional portfolios throughout Canada and the United States. Later, Donna joined CT Private Investment Counsel as Managing Director, overseeing a team responsible for more than $5b in private client assets across Canada.

Stephen J. Martin CFA

Steve has more than 25 years' experience in the investment management industry. Early in his career he was a U.S. equity research analyst at Canada Trust, rising to Senior Portfolio Manager within a few years. Prior to joining Milestone in 2001, Steve was a Director at CT Private Investment Counsel. In that capacity he managed a team responsible for the company’s largest and most sophisticated client relationships.

Daniel Solomon CFA, MBA & CFP

Dan has over 10 years’ experience in the investment industry. Prior to joining Milestone, Dan was a portfolio advisor and financial planner for high net worth families and private foundations at a Toronto-based family office firm. Earlier in his career Dan was an investment research analyst for the Portfolio Solutions Group at DundeeWealth and later covered the Canadian Diversified Financials sector for Scotiabank, Global Banking and Markets. Dan joined Milestone as an Associate Portfolio Manager in November of 2017.
We would not be as effective in helping our clients realize their financial goals without the ongoing support and commitment of the other important members of our team:

Yulia Komarova

Yulia joined Milestone in 2011 as a part-time intern and joined full-time in 2013 upon attaining a BA (Economics) from the University of Toronto. Yulia is responsible for all aspects of client account administration – including documentation, transfers, reporting and support of the portfolio managers. Having completed the Canadian Securities Course, she has begun the Chartered Financial Planner (CFP) program.

Vladimir Vratchan

Vlad joined Milestone in 2014. He holds a Bachelor of Arts degree in Business & Society from York University. After joining Milestone, Vlad completed the Canadian Securities Course. His responsibilities include reconciling client portfolios on Milestone’s portfolio accounting system with those of custodians, as well as calculating performance and management fees.

Vincent Fong

Prior to joining Milestone in 2016, Vince was a project analyst with Scotiabank Capital Markets. He has a finance degree from the University of Toronto, and in 2017 completed the difficult courses required to earn his Chartered Financial Analyst (CFA) designation. Vince reviews portfolios, researches investments, develops financial projections and makes trade recommendations for portfolio manager review.

Yolanda Willett

Yolanda has more than 25 years of experience in the Fintech industry, managing projects for major financial institutions in the U. S., Europe, Canada and Australia for SS&C Technologies – a global leader in investment management software.  When Milestone decided to upgrade SS&C’s systems in 2016, Milestone hired Yolanda to manage technical operations.