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Milestone broker Accounts

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+) .
Milestone Account