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Milestone Asset Management

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Milestone Asset Management

Overview:

Milestone Asset Management is a boutique full-service financial advisory firm that specializes in objective and strategic wealth management advice guided by a unique and comprehensive team-based approach.

Milestone has conducted financial planning and successfully managed client portfolios since 1993. While we maintain a boutique atmosphere based in Western Canada, we work with clients in many parts of the country and around the world. Milestone uses a trademarked, disciplined methodology to uncover the desires of our clients and help transform those desires into reality.

Our Clients

“There are no strangers here, only friends who have never met.” – Yeats

Many of our clients have reached The Milestone of financial independence and are primarily living on the income generated from their wealth. They have achieved their wealth through life savings, business success, severances, matrimonial settlements, insurance, inheritances or death of a spouse. At Milestone, we understand our clients’ needs are unique and we endeavour to help facilitate the lifestyle they strive for.
Our Goal

Milestone’s goal is to preserve and grow wealth on a consistent basis. We use a highly structured portfolio design process with inflation as its core benchmark. Each portfolio is designed to exceed inflation by increasing degrees based upon our client’s willingness to embrace portfolio fluctuations. We stay committed to bringing you peace of mind while we strive to protect and grow your assets.
Our Ethics

“What profit is it to man if he gains the whole world, and loses his soul.” – Matthew 16:26

Milestone adheres to the Certified Financial Planning (CFP) Code of Ethics to guide our business. Within this code are seven fundamental principles: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence. Our success and growth is firmly rooted in our clients, and the trust they put in us.
Our Fees

Milestone is compensated by a fee on the money we manage. We believe this model serves our clients more effectively since it helps remove the conflict of interest inherent in commission-driven investment management. The alignment of client and advisor under the fee for service model ensures that preserving and growing client wealth is the path to success.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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