MileStone Investment Account Type
MileStone Investment offers various types of accounts tailored to meet the needs of different investors. The primary account types include:
- Personal Taxable Accounts: Designed for individual investors looking to manage their taxable investments.
- Corporate Accounts: For businesses seeking to invest their assets.
- Registered Retirement Savings Plans (RRSPs): Tax-advantaged accounts for retirement savings in Canada.
- Registered Retirement Income Funds (RRIFs): Accounts for withdrawing funds during retirement.
- Registered Education Savings Plans (RESPs): Designed to save for a child's post-secondary education.
- Tax-Free Savings Accounts (TFSAs): Allow Canadians to earn tax-free investment income.
- Registered Disability Savings Plans (RDSPs): For individuals with disabilities to save for long-term financial security.
- Trusts and Foundations: Specialized accounts for managing assets held in trust or for charitable purposes.
The minimum account size for investment with MileStone is $500,000 or more.
MileStone Broker Account Opening Process
Opening a broker account with MileStone Investment involves a few straightforward steps:
- Complete the Application: Fill out the required application form online. This typically takes just a few minutes.
- Provide Identification: Submit necessary identification documents to verify your identity.
- Fund Your Account: Transfer funds to your new account. The minimum initial investment is $500,000.
- Review Investment Options: Once your account is funded, you can discuss your investment goals with a portfolio manager and choose the appropriate investment strategy.
- Start Investing: Begin managing your investments with the guidance of experienced advisors.
For more information, visit MileStone Investment.
Milestone accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .