Milestone Wealth Management Ltd.

Milestone Wealth Management Ltd.

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INVESTED IN YOUR SUCCESS
Milestone is a wealth advisory firm helping affluent business owners, families, and professionals for over 30 years.

We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure a family legacy. As their Complete Family Office (CFO), we’ve developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and their needs evolve. We call it the

07/17/2026

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

07/13/2026

📈 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

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Location

Address


322 11 Avenue SW # 207
Calgary, AB
T2R0C5

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm