MEET OUR TEAM
We are driven by a vision to provide individuals and families with institutional-quality expertise, high-value portfolio management, and personalized service.
Paul Mitchell and Donna Siler founded Milestone in 1996 after leaving senior roles at a major Canadian investment counselling firm. Their goal was to offer private clients the level of expert portfolio management typically reserved for pension funds and insurance companies—while delivering high-touch wealth management and maintaining some of the lowest fees in the industry. Steve Martin, a former colleague, joined in 2001, and Dan Solomon came on board in 2017.
PAUL D. MITCHELL, CFA
Paul is a Portfolio Manager and serves as Milestone’s President. He has over 35 years of experience in private wealth management, managing investments and relationships for individual and trust accounts. He is registered with the Ontario Securities Commission.
Before founding Milestone, Paul was a Senior Portfolio Manager at CT Private Investment Counsel, where he supervised the Toronto team responsible for managing assets for high-net-worth clients.
STEPHEN J. MARTIN, CFA
Steve is a Portfolio Manager and Milestone’s Chief Compliance Officer. He previously served as Chief Investment Officer for more than 10 years. He is registered with the Ontario Securities Commission and has over 30 years of experience in the investment management industry.
Before joining Milestone in 2001, Steve was a Senior Portfolio Manager and Director at CT Private Investment Counsel, where he led a team responsible for some of the firm’s largest and most sophisticated client relationships.
DANIEL SOLOMON, CFA, MBA & CFP
Dan is Milestone’s Chief Investment Officer and a Portfolio Manager. He also leads the firm’s business development initiatives. He is registered with the Ontario Securities Commission and has more than 15 years of experience in the investment industry.
Before joining Milestone in 2017, Dan was a portfolio advisor and financial planner for high-net-worth families and private foundations at a Toronto-based family office. Earlier in his career, he worked as an investment research analyst at DundeeWealth and later covered the Canadian Diversified Financials sector at Scotiabank Global Banking and Markets.
VINCENT FONG, CFA, CFP
Vince is a Portfolio Manager and works closely with a number of client relationships, including Milestone’s younger-generation clientele. He is registered with the Ontario Securities Commission.
Vince joined Milestone in 2016 after working as a project analyst with Scotiabank Capital Markets. He holds a finance degree from the University of Toronto, earned the Chartered Financial Analyst (CFA) designation in 2020, and completed all requirements for the Certified Financial Planner (CFP) designation in 2022.
VANESSA RAJARAM, CFA
Vanessa joined Milestone in 2018 and currently supports portfolio management and client service, working closely with Steve. She previously led Milestone’s operations group.
She holds a Bachelor of Arts in Financial and Business Economics from York University and completed the Chartered Financial Analyst (CFA) program, receiving her charter in 2025.
YULIA KOMAROVA, CFP
Yulia oversees Milestone’s portfolio administration function and office operations and increasingly assists clients with service requests and general support.
She joined Milestone in 2011 as a part-time intern and transitioned to full-time in 2013 after earning a BA in Economics from the University of Toronto. In 2023, she obtained the Certified Financial Planner (CFP) designation and is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.
Additional Team Members
We would not be as effective in helping our clients achieve their financial goals without the support and commitment of the following team members:
KENZIE ZHANG
Kenzie joined Milestone in 2025 as a Portfolio Administrator and supports portfolio administration and client service.
She previously worked at HSBC as a Client Service Representative and at IG Wealth Management as a Wealth Management Associate. She also served as an Operations Support Intern at CITIC Bank in China, assisting with mortgage loan operations. Kenzie holds a Master of Finance and a Bachelor of Commerce from the DeGroote School of Business and is a Level III candidate in the Chartered Financial Analyst (CFA) program.
VANESSA BRANZANTI
Vanessa joined Milestone in early 2023 as a Portfolio Administrator.
Before joining Milestone, she spent 15 years in operations at an alternative investment counsellor in Toronto and 10 years at a bank-owned brokerage firm. She holds a diploma with honours from Durham College.