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 created Milestone Investment Counsel in 1996. Stephen Martin joined the firm in 2001 as a third senior partner. All of our partners hold the Chartered Financial Analyst (CFA) designation – the international credential for portfolio managers that is widely respected globally for its focus on current investment expertise and high ethical standards.

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, Metropolitan Toronto at CT Private Investment Counsel Inc. (then a division of Canada Trust), he personally managed large, complex private client portfolios. In addition, Paul was responsible for an investment staff of 18 people who managed approximately $1.5 billion of assets in both individual and trust accounts.

Donna L. Siler CFA

Donna has over 30 years' experience in the investment business. Previously, as a senior partner in a large investment counselling firm, she was responsible for institutional portfolios throughout Canada and the United States. She later joined CT Private Investment Counsel Inc. as Managing Director, Portfolio Management Services. In this role Donna directly participated in the strategic management of the firm at the board level. She also supervised eight regional Senior Portfolio Managers and their investment teams, which collectively managed and serviced over $5.4 billion in private client assets across Canada.

Stephen J. Martin CFA

Stephen has more than 25 years' experience in the investment management industry. He worked as a U.S. equity research analyst at Canada Trust responsible for stock selection for private clients, and subsequently as a Senior Portfolio Manager. Later, as Director, Investment Counselling for CT Private Investment Counsel, Steve oversaw the detailed management of the company’s largest sophisticated client relationships.
We could not be as effective as investment counsellors in helping our clients realize their goals without the ongoing support and commitment of the other members of our team:

Julia Rozinowicz

Julia Rozinowicz joined Milestone in 2013 as research analyst and portfolio administrator. Her primary roles include providing investment analysis of securities, financial projections and portfolio management of client accounts, as well as serving on the Investment Management Committee. Building on a Bachelor of Commerce (finance) degree, Julia recently completed the CFA exams and is now gaining the rigorous work experience required to become a CFA charterholder.

Yulia Komarova

Yulia Komarova joined Milestone in 2011 as a part-time intern while attending university. Along with supporting portfolio administrators, Yulia has focused on improving the firm’s performance measurement processes. Having graduated in 2013 with a Bachelor of Arts degree in criminology and economics, she is now working full-time with plans to pursue a law degree in the future.