MILESTONE INVESTMENT COUNSEL - Key Persons
Dan has over 10 years' experience in the investment industry. Prior to joining Milestone in November 2017, Dan was a portfolio advisor and financial planner for high net worth families and private foundations at a Toronto-based family office firm. Earlier in his career Dan was an investment research analyst at DundeeWealth and later covered the Canadian Diversified Financials sector for Scotiabank, Global Banking and Markets.
Paul has over 25 years' experience in private wealth management, including knowledge of trust law. As Senior Portfolio Manager for CT Private Investment Counsel, Paul supervised a team of 18, managing and overseeing more than $1.5b worth of individual and trust account assets for ultra-high net worth clients.
Steve has more than 25 years' experience in the investment management industry. Prior to joining Milestone in 2001, Steve was a Senior Portfolio Manager and Director at CT Private Investment Counsel. In that capacity he managed a team responsible for some of the company's largest and most sophisticated client relationships. In addition to managing client portfolios, Steve also acts as Milestone's Chief Compliance Officer.
Vanessa joined Milestone in 2018. She holds a Bachelor of Arts degree in Financial and Business Economics from York University. In 2018, she successfully completed the Chartered Financial Analyst (CFA) exams and will continue to work towards gaining the designation. Vanessa is responsible for portfolio administration, account reconciliation as well as providing support to portfolio managers.
Prior to joining Milestone in 2016, Vince was a project analyst with Scotiabank Capital Markets. He has a finance degree from the University of Toronto, and in 2017 completed the difficult courses required to earn his Chartered Financial Analyst (CFA) designation. Vince researches investments, develops financial projections, makes trade recommendations for portfolio manager review and works closely with Paul and his clients.
Yulia joined Milestone in 2011 as a part-time intern and later transitioned to full-time in 2013 upon attaining her BA (Economics) from the University of Toronto. Yulia oversees Milestone's portfolio administration function and office operations. In 2023, Yulia successfully obtained the Certified Financial Planner (CFP) designation after completing all the required courses and relevant work experience.