As a niche, independent firm, we foster meaningful client relationships that enable us to provide truly personalized wealth management services.
It takes time and effort, but it is also an essential ingredient in our ability to deliver results. And we are happy to say that it is the most rewarding part of our work.
As a Milestone client, you can expect this:
You will have a direct, ongoing business relationship with one or more of our registered advisors. Your advisor will be responsible for managing your accounts, based on a deep understanding of your goals, overall situation and evolving circumstances.
We will take an integrated approach with your assets. As the trusted advisor of your financial health, we will help ensure your assets are protected and managed according to your wishes, including the review of your insurance and estate plans. We will work with your own accountant, lawyer or insurance broker to ensure seamless implementation of your overall plan, or connect you with the specialists you require.
We will meet with you regularly (when you wish), at your home or office (wherever you prefer). Our meetings are not only to review your investments, but also to stay abreast of changes in your life or perspectives that could present new planning opportunities or otherwise affect your financial plan.
Milestone’s goal is to build enduring relationships with each of our clients, and to support you and your family through each stage of life.
Our record speaks for itself. Since our inception in 1996, we have successfully retained over 90% of our clients.