Milestone Elements™ Newswire

 

Wealth Strategies: Federal Changes to Stock Option Taxation Forging Ahead

Published by Milestone Asset Management on Jun 24, 2019

  Federal Changes to Stock Option Taxation Forging Ahead The Federal Government had tabled changes to stock option taxation in our recent budget, but have since confirmed that they are coming as of 2020.... Continue reading

Market Insights: Breadth is King

Published by Milestone Asset Management on Jun 13, 2019

  Breadth is King We have discussed overall market breadth in these missives many times in the past, but we would like to revisit this again today and its relevance in either leading markets or providing... Continue reading

Milestone Elements™: Milestone Asset Management Recognized as One of Canada’s Elite Independents for 2019

Published by Milestone Asset Management on Jun 04, 2019

  Milestone Asset Management Recognized as One of Canada’s Elite Independents for 2019 Wealth Professional Canada spotlights some of the top independent wealth management practices across Canada and finds... Continue reading

Retiring Abroad: Retiring on a Cruise Ship?

Published by Milestone Asset Management on May 31, 2019

  Retiring on a Cruise Ship? We have all heard the story of the person who decides to sell everything and retire permanently onboard a cruise ship. As the story goes, after doing the math, it was cheaper... Continue reading

Wealth Strategies: Registered Account Beneficiary Designations - More to it Than Meets the Eye

Published by Milestone Asset Management on May 28, 2019

Registered Account Beneficiary Designations - More to it Than Meets the Eye For all registered plans i.e. RRSP’s, TFSA’s and RRIF’s, the application form provides the option of designating a specific ... Continue reading

Milestone Elements™: Milestone Nominated as a Finalist for Outstanding Philanthropy & Community Service

Published by Milestone Asset Management on May 24, 2019

  Milestone Nominated as a Finalist for Outstanding Philanthropy & Community Service A national award ceremony will be held in Toronto on May 30, 2019 to determine who will take home this coveted award.... Continue reading

Market Insights: Current U.S. Equity Valuations

Published by Milestone Asset Management on May 10, 2019

  Current U.S. Equity Valuations We often hear through media outlets and some other sources that stock market valuations are historically high. There are various methods of valuation out there, but the... Continue reading

Market Insights: First Quarter Wrap-up

Published by Milestone Asset Management on Apr 15, 2019

  First Quarter Wrap-up Market Update Global equities rallied sharply in Q1 with the S&P 500 posting its biggest quarterly gain since 2009 and its best start to the year since 1998. Even with that great... Continue reading

Wealth Strategies for Business Owners: Tax Sheltering - The Individual Pension Plan (IPP)

Published by Milestone Asset Management on Apr 03, 2019

  Business Owner Tax Sheltering: The Individual Pension Plan (IPP) Within Canada, there are truly only a few tax shelters to take advantage of. Once the obvious ones are maximized, we’re somewhat corralled... Continue reading

Milestone Elements™: Milestone Asset Management Included in Top 50 Advisors in Canada

Published by Milestone Asset Management on Mar 28, 2019

  Milestone Asset Management Included in Top 50 Advisors in Canada For the second consecutive year, Milestone Asset Management has been included in Wealth Professional’s list of Canada’s Top 50 Advisors. ... Continue reading