Milestone Elements™ Newswire

 

Market Insights: Surging growth for U.S. manufacturing

Published by Milestone Asset Management on Sep 04, 2018

  Surging Growth for U.S. Manufacturing In our Second Quarter Wrap-up commentary, we discussed our fundamentally positive core thesis on the US markets and noted the strength of the NFIB Small Business... Continue reading

Wealth Strategies: Incorporating life insurance for new CCPC passive income rules

Published by Milestone Asset Management on Aug 29, 2018

  Incorporating Life Insurance for New CCPC Passive Income Rules With February’s federal budget receiving Royal Assent on June 21st 2018, Canadian Controlled Private Corporations (CCPCs) will need to ... Continue reading

Wealth Strategies: Long term care insurance

Published by Milestone Asset Management on Aug 15, 2018

Long Term Care Insurance Long term care insurance* is a relatively new product on the insurance shelf, but has certainly arisen as a result of our aging Canadian population. Our family dynamics aren’t... Continue reading

Retiring Abroad: Retiring in Kelowna, BC - Part I

Published by Milestone Asset Management on Jul 31, 2018

  Retiring in Kelowna, BC - Part I There are many incredible places in the world to consider when envisioning your ideal retirement destination. However, arguably one of the best places in the world is... Continue reading

Market Insights: As April to July goes, so goes the rest of the year?

Published by Milestone Asset Management on Jul 26, 2018

  As April to July Goes, so Goes the Rest of the Year? There is an old Wall Street adage, "As January goes, so goes the year", also known as the 'January Barometer'. Indeed, there has been a very strong... Continue reading

Market Insights: Second Quarter Wrap-up

Published by Milestone Asset Management on Jul 12, 2018

  Second Quarter Wrap-up Market Update The first half of the year for equity markets was a bit of a roller coaster ride with highs and lows and a fairly steep correction in the first quarter. With all... Continue reading

Milestone Elements™: Shawn Boos recognized as a 2018 Leading Portfolio Manager by Wealth Professional Magazine

Published by Milestone Asset Management on Jun 27, 2018

  Shawn Boos Recognized as a 2018 Leading Portfolio Manager by Wealth Professional Magazine We are pleased to announce that Shawn Boos has been featured in the recent issue of the Wealth Professional ... Continue reading

Milestone Elements™: Korina Fandrick named a Rising Star by The Insurance & Investment Journal

Published by Milestone Asset Management on Jun 21, 2018

  Korina Fandrick Named a Rising Star by The Insurance & Investment Journal Congratulations to our fellow team member, Korina Fandrick, who has recently been selected as part of the Insurance and Investment... Continue reading

Market Insights: Business Confidence = Growth

Published by Milestone Asset Management on Jun 15, 2018

  Business Confidence = Growth Earlier this week we posted an article through our Milestone Facebook page and individual LinkedIn channels about the latest NFIB Small Business Optimism Index. This is ... Continue reading

Milestone Elements™: Results from Milestone's Finalist nomination for the National Bank Financial Award for Outstanding Philanthropy & Community Service

Published by Milestone Asset Management on Jun 11, 2018

  Results from Milestone's Finalist Nomination for the National Bank Financial Award for Outstanding Philanthropy & Community Service On May 31st, Wealth Professional Magazine hosted the 2018 WP Awards... Continue reading