Steve Martin

Compliance Officer at

Milestone Investment Counsel, Inc.

Finance

Consumer Services

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 uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA).	Compliance Officer	2001-04-30

All active positions of Steve Martin

Former positions of Steve Martin

Companies	Position	End
TD Canada Trust Co. TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services	Portfolio Manager-Equities	-

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Linked companies

Private companies	3
TD Canada Trust Co. TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services	Finance
Milestone Investment Counsel, Inc. Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA).	Finance
York University York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services