Investment History

Investment History

While Milestone’s investment philosophy remains constant over time, we are always on the watch for new evidence-driven tactics to strengthen our portfolio management services.

The following is an historical timeline of key strategies we have embraced since our inception in our unwavering goal to deliver the highest potential value and bottom-line results to our clients.
1996
Introduced first generation exchange-traded funds (ETFs) for low-cost diversification
2000
Added selective Canadian dividend-paying stocks to dilute the weighting of Nortel in our clients’ Canadian market index holdings and gain greater exposure to blue-chip dividend stocks
2002
Initiated positions in real estate investment trusts (REITs) for additional diversification and their attractive income distributions
2002
Incorporated real return bonds to boost protection from inflation
2003
Began offering Dimensional Fund Advisors (DFA) academic-based investments to enhance expected returns, most notably those related to small-capitalization and value stocks along with shorter-term fixed income solutions
2004
Selected Vanguard as our main provider of ETFs for its indexing expertise and low-cost offerings
2009
Began introducing guaranteed investment certificates (GICs) with federal government backing (through Canada Deposit Insurance Corporation - CDIC) for their superior yields relative to government bonds
2010
Established preferred shares as a distinct Canadian asset class using individual issues
2012
Chose DFA global funds for our clients’ tax-free savings account (TFSAs) as a one-stop solution for a disciplined, diversified portfolio at low cost
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