Milestone Wealth Management Ltd.

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

📈 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

Ready for your next Milestone?

We are a complete family office for business owners and the families they are building for.

What that means in practice: business and personal wealth planned together, not in separate silos. Independent advice. Fiduciary standard. A team that stays focused on what actually matters to you, at every turn.

Whether you are looking for that for your family, or looking to do that kind of work yourself, we would love to talk.

milestonewealth.ca