BEGINNING YOUR JOURNEY
At Milestone, we are compensated by fees based on the money we manage in our full wealth management services offering. We believe this model serves our clients more effectively because it removes the conflict of interest inherent in commission-driven investment management. Our goal is to preserve and grow wealth on a consistent basis, and aligning client and advisor interests under our model maintains this course to financial success.
We would be happy to meet with you to determine if we can build a relationship together. Typically, this would involve a “get to know each other” meeting followed by a second meeting to discuss whether synergies exist and what they look like. Based on these no–obligation meetings, both parties can objectively determine whether a successful longer–term relationship should be developed from there.
Please feel free to give us a call us at 403-531-2444 or toll-free in Canada at 866-531-2444, or e-mail us at firstname.lastname@example.org.