Milestone Insurance
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Phone: 416.410.4155
 Mutual Funds
 Segregated Funds
 Estate Planning
 Retirement Planning
Our combined years of experience provide you a vast wealth of investment knowledge. We have a strong policy of continuing education to ensure that our brokers are constantly upgrading their skills and knowledge to provide you with the best possible service.

Retirement Planning

Retirement planning is about first establishing your goals and objectives. One needs to establish the amount you can set aside for your contributions and try to contribute monthly if possible. This not only makes it easier to budget for, but makes use of a strategy known as dollar cost averaging. Which can provide more stable earnings on your investments with the potential for higher returns. Most important get started as soon as you can to get the componding working for you. Time will be on your side.

If you are approaching or already retired then you need to consider the many investment options available to you. Your investment strategy needs to match your income requirements, years you want that income and any estate plans you may have. Milestone Insurance can help you find the solutions you need, to establish and make your plans work for you through flexible investment options while maximizing guarantees you have available to you.

Milestone Insurance have developed a unique business model that is firmly in the client’s best interest. We do not represent nor are we biased by any single investment firm, life insurance company, bank or trust company. We do however have access to virtually all products and focus on scouring the market to find the best product to match our customized solutions.

At our first meeting, we get to know each other. Our planners make you feel comfortable by listening carefully to your goals and personal situation. A detailed financial plan is developed which will help you reach your goals and provide financial peace of mind.

We would be pleased to meet with you to do a full review of your retirement objectives. If you have any questions or would like to engage our services, please call or write us today.

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