Home
About Milestone Wealth and Estate Planning Group Inc.
(Milestone WEPG)
Daniel Bilas, B.A., CFP, CPCA, EPC
Managing Director & Certified Financial Planner
Phone: 905-475-0122 Ext. 6416
Fax: 905-475-5578
Toll Free: 1-800-434-9940
E-mail: daniel@milestonewepg.ca*
Bruce Unsal, B.B.A., CHS, CPCA, EPC
Managing Director & Financial Security Advisor
Phone: 905-475-0122 Ext. 6295
Fax: 905-475-5578
Toll Free: 1-800-434-9940
E-mail: bruce@milestonewepg.ca*
Elicia Singh
Marketing Associate
Phone: 905-475-0122 Ext. 6588
Fax: 905-475-5578
Toll Free: 1-800-434-9940
E-mail: elicia@milestonewepg.ca*
As your financial security advisors, we understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, we’ll work with you or your business to build the financial security plan that best fits your needs.
We’ll work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
Create your own tomorrows
Financing your child’s education? Building a successful business? Providing financial security for your family?
Milestone Wealth and Estate Planning Group knows financial security planning is about more than just retirement. It’s about making your dreams come true.
To find out more about how Milestone Wealth and Estate Planning Group can help point you in the right direction, please contact us today.
