Steve Martin
Compliance Officer at Milestone Investment Counsel, Inc.
Profile
Mr. Stephen J.
Martin, CFA, is a Partner at Milestone Investment Counsel, Inc. He has over 25 years experience in the investment management industry.
In that capacity he managed a team responsible for some of the company’s largest and most sophisticated client relationships.
In addition to managing client portfolios, he also acts as Milestone’s Chief Compliance Officer.
Prior to joining Milestone in 2001, he was a Senior Portfolio Manager and Director at CT Private Investment Counsel.
He received his undergraduate degree from York University.
Steve Martin active positions
| Companies | Position | Start |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Compliance Officer | 01/05/2001 |
Former positions of Steve Martin
| Companies | Position | End |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Portfolio Manager-Equities | - |
Training of Steve Martin
| York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
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