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 knowledge 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.
STEPHEN J. MARTIN, CFA
Steve has more than 25 years’ experience in the investment management industry. Prior to joining Milestone in 2001, Steve was a Senior Portfolio Manager and Director at CT Private Investment Counsel. In that capacity he managed a team responsible for some of the company’s largest and most sophisticated client relationships. In addition to managing client portfolios, Steve also acts as Milestone’s Chief Compliance Officer.
DANIEL SOLOMON, CFA, MBA & CFP
Dan has over 10 years’ experience in the investment industry. Prior to joining Milestone in November 2017, 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 at DundeeWealth and later covered the Canadian Diversified Financials sector for Scotiabank, Global Banking and Markets.
VINCENT FONG, CFA, CFP
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 researches investments, develops financial projections, makes trade recommendations for portfolio manager review and works closely with Paul and his clients.
Vanessa joined Milestone in 2018. She holds a Bachelor of Arts degree in Financial and Business Economics from York University. In 2018, she successfully completed the Chartered Financial Analyst (CFA) exams and will continue to work towards gaining the designation. Vanessa is responsible for portfolio administration, account reconciliation as well as providing support to portfolio managers.
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 joined Milestone in 2011 as a part-time intern and later transitioned to full-time in 2013 upon attaining her BA (Economics) from the University of Toronto. Yulia oversees Milestone’s portfolio administration function and office operations. She has successfully completed all the required courses to obtain the Certified Financial Planner (CFP) designation and is working towards getting the required experience to gain full registration.
Vanessa joined Milestone in early 2023 as a Portfolio Administrator. Prior to that, she spent fifteen years in operations at an alternative investment counsellor in Toronto and ten years at a bank owned brokerage firm. Vanessa holds a diploma (with honors) from Durham College.