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:
In 1996, Milestone led the industry as one of the first investment firms in Canada to bring the benefits of low-cost indexing to private clients. The vast majority of firms in North America now offer exchange-traded funds (ETFs) or other indexing options.
We were among the first and remain one of the few investment counsellors in Canada authorized by U.S.-based Dimensional Fund Advisors (DFA) to use its highly respected, proprietary investments to further enhance performance for our clients.
Our management fees are among the lowest in the Canadian industry. As Portfolio Manager, Milestone receives no sales commissions, trailer fees or any other additional charges.
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.