Client Testimonials

“I have been a satisfied client of Milestone for many years. The staff is knowledgeable and investment advice has always been sound and well thought out. The team approach to a client’s portfolio allows for different ideas and areas of expertise to be utilized in making investment decisions and managing an investment portfolio. The personnel with whom I have dealt are friendly and conscientious and have clearly demonstrated that they care about me and my requirements.”
— Lois

“With Milestone, clients get attention directed to their specific financial objectives. Milestone advisors do not try to fit you into one convenient portfolio box, but take the time to match your plans with their seasoned financial insight. This is good and makes for a comfortable relationship.”
— Robert

“Milestone has acted as our financial advisor for the past seven years and we’ve been very pleased with their performance in growing our investments. We really appreciate the financial summary that Milestone sends every month, as it is very complete and easy to understand. Shawn Boos is our personal advisor. We find him very personable, professional and knowledgeable in the investment field. Shawn takes ownership in managing our investments and meets with us for regular reviews to keep our investment portfolio growing and secure.”
— Guy and Karen

“Our experience with Milestone has been first class all the way. They get to know you as people as well as an account to be managed. They proactively manage our account, suggesting changes as needed. And so far, they’ve delivered a more than acceptable rate of return. For the first time ever, we feel like we might be financially secure in our retirement years. What a relief!” 
— John and Mary

“The team at Milestone has been managing our financial portfolio for many years now. They always go above and beyond to make sure our questions are answered and strive to devise a long-term financial plan that does not remove us from our comfort zone. We look forward to our continuing relationship with Milestone and recommend them highly.”
— Lance and Tina

“I am impressed with Milestone’s high level of expertise, courteous service and teamwork in working together with me in achieving my financial goals. I hope to continue my excellent business relationship with Milestone in my upcoming retirement years on Vancouver Island.”
— Harry

“We are extremely impressed with the services provide by Milestone. Our account manager, Shawn Boos, provides sound investment recommendations and regular face-to-face updates. Reports, data and investment options are illustrated with state-of-the-art graphical software that greatly enhances our understanding of our finances and allows rapid assessment of investment and planning options. This, combined with a great personal touch by Korina, Shawn and Steve, will ensure our business for the foreseeable future.”
— Mike and Geri

“The advisors at Milestone really take the time to explain the strategy and understand how it all fits together.”
— Elizabeth and Ben

“I have worked with the Milestone team for just over a year now and have been repeatedly impressed with its professionalism and depth of knowledge. Milestone provides a one-stop shop for investment requirements and does it well for me. Steve Booker has been an important resource for me in other financial areas as well. Steve Nielsen has been very responsive and provided quick turnaround time when I have needed it. They ensure a very good response time. The team goes out of its way to ensure a superior client experience.”
— Jamie

“For the past five years, Milestone has provided us with a consistent rate of return on our investments in a well-balanced, relatively conservative portfolio. We have on numerous occasions recommended them to family and friends and will continue to do so.”
— Gord and Sue

“Graeme and I felt very encouraged by our portfolio given the state of the economy and we would like to thank Milestone for its guidance over the years to help us achieve a level of safety and growth that fits our finances. It can’t be easy, and we commend the Milestone team for all the good work it is doing.”
— Donna and Graeme


Business Client Testimonials

“Working as an investment sales representative with literally thousands of financial advisors in Canada over the past 15 years, it is refreshing to work with a group that takes the time to truly learn and understand its clients’ needs and then deliver on offering comprehensive, forward-thinking investment solutions. It is a pleasure spending time with such a professional team of individuals who work so cohesively as a group. I continue to recommend Milestone without hesitation to investors who have finally made the decision to make the move to a truly profession and full-service financial advisory team.”
— Stephen McDermott, Regional Vice President, Manulife Investments