Professionalism... Expertise... Passion

A registered partnership since June 2008, Milestones and Lifestyle Planning Services ("Milestones") brings passion and enthusiasm to what is often viewed as a dry and staid field.  One underlying philosophy is that Employee Benefits are to be mutually advantageous to both employee and employer.  To the employers they should aid in attracting the best minds while to the employee there is an assurance of a safety net when it is most needed.  Another philosophy of our is that if Retirement is properly planned, it can be a time of excitement and not one of dread and disappointment.  Our objective is to bring knowledge to Employee Benefits and Retirement Planning.

We are deeply committed to the work we do. Our Core Values (hyperlink) expresses the importance we place on integrity, accountability, and fairness. At the centre of our thinking is how we can positively impact on the lives of our clients and stakeholders.