Milestone Wealth Management Ltd.

Check out our most recent Market Insights: Economic Indicators Improve.

https://milestonewealth.ca/blog/129141-Market-Insights-Economic-Indicators-Improve

Retirement income planning isn't just about how much you have—it's also about where your income comes from.

In our latest Wealth Strategies article, we explain how the OAS recovery tax works, which income sources count toward the clawback, and planning considerations that may help improve tax efficiency throughout retirement.

If you'd like to learn more about how your retirement income strategy could affect your government benefits, read the full article or speak with your Milestone Wealth advisor.

https://milestonewealth.ca/blog/129140-Wealth-Strategies-Managing-Retirement-Income-and-the-OAS-Recovery-Tax

📈 Q2 is in the books! Wondering how the markets performed and what it could mean for your portfolio?

Check out our latest blog post, Market Insights: Second Quarter Wrap-up, where we break down key trends, market movements, and what to watch for in the months ahead. Stay informed to make smart decisions for your financial future.

https://milestonewealth.ca/blog/127981-Market-Insights-Second-Quarter-Wrap-up

Check out our most recent Market Insights: Nuclear Power’s Return & What It Could Mean for Uranium Demand.

https://milestonewealth.ca/blog/127737-Market-Insights-Nuclear-Powers-Return--What-It-Could-Mean-for-Uranium-Demand

Check out our most recent Market Insights: Is Canada’s Aging Workforce Changing the Economy?

https://milestonewealth.ca/blog/127298-Market-Insights-Is-Canadas-Aging-Workforce-Changing-the-Economy

Ready for your next Milestone?

We are a complete family office for business owners and the families they are building for.

What that means in practice: business and personal wealth planned together, not in separate silos. Independent advice. Fiduciary standard. A team that stays focused on what actually matters to you, at every turn.

Whether you are looking for that for your family, or looking to do that kind of work yourself, we would love to talk.

milestonewealth.ca

Check out our most recent Market Insights: Pause, Not Breakdown: What the Charts Are Telling Us?
https://milestonewealth.ca/blog/127033-Market-Insights--Pause-Not-Breakdown-What-the-Charts-Are-Telling-Us

Why has the consumer stayed stronger than so many expected?

For more than two years, the same warning has echoed through financial media: the consumer is tapped out, spending is unsustainable, and a slowdown is coming.

But the data has continued to tell a more complicated story.

In our latest Market Insights Special Report, Milestone’s CIO, Steve Nielsen, explores the G-shaped economy and how generational wealth may be helping support consumer spending in ways traditional income data often misses.

The takeaway: the economy still has risks, but it may also have more staying power than the negative headlines suggest.

Read the full report here: https://milestonewealth.ca/blog/126472-Market-Insights-Special-Report--The-G-Shaped-Economy-Why-the-Naysayers-Keep-Getting-It-Wrong

Check out our most recent Market Insights: What Are Energy Prices, AI IPOs and Market Breadth Telling Investors?
https://milestonewealth.ca/blog/126069-Market-Insights--What-Are-Energy-Prices-AI-IPOs-and-Market-Breadth-Telling-Investors

SpaceX is expected to go public this Friday in what would be the largest IPO in history.

It is a remarkable milestone for public markets, private equity and innovation-led investing. But it also raises an important question for investors: when a great company comes public at a historic valuation, how much of the future is already priced in?

At Milestone, we view the SpaceX IPO as a market signal worth watching closely, not a reason to chase excitement. For some investors, exposure may already exist indirectly through private market allocations that invested before the IPO, at earlier private placement valuations.

The opportunity is real. So is the valuation risk.

For more on this, read our latest blog here: https://milestonewealth.ca/blog/125931-SpaceX-IPO-Historic-Opportunity-or-Valuation-Test