At Milestone Investment Counsel, we take pride in providing our private wealth clients with what we sincerely believe is the best offering of disciplined portfolio management, value and personalized service in the industry. Consider our record:
A truly personalized approach requires individually invested accounts to be managed on a discretionary basis, with day-to-day portfolio management delegated to highly qualified investment counsellors. We are among the less than 10% of financial advisors in Canada who are registered to offer this sophisticated level of service.
Through our expertise, value and care, we earn the trust and confidence of our clients – and the privilege to support them on their life journey. Thanks in large part to referrals by satisfied clients, Milestone today manages close to $500 million in assets on behalf of over 330 individuals and their families. To learn more about what distinguishes us from our peers, we invite you to browse our site or contact us for a portfolio review.