About Us
Here's the thing about retiring abroad: it's exciting and terrifying all at once. You're picturing beaches or mountains or charming villages. But then reality hits — visas, taxes, healthcare, banking. Suddenly it feels overwhelming. That's where we come in. Milestone Future Planning exists because we got tired of watching expats struggle with the practical stuff. We've spent 11 years helping people like you move past the worry and actually enjoy their retirement. Your dream retirement shouldn't require a PhD in international bureaucracy. It should just... work.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Core Values
The principles that guide everything we do
No BS
You'll get straight answers from us. Not sales speak. Not vague promises. If something's complicated, we'll tell you it's complicated. Then we'll help you through it anyway.
You're the Expert on You
We listen first. Your retirement looks different than anyone else's. Your tax situation, your family, your dreams — we factor all of it in before recommending anything.
Details Matter
That small tax clause? Matters. That healthcare loophole? Matters. We're obsessed with the details because you shouldn't have to be.
Real Relationships
You're not a case file to us. You're someone we're working for over 20+ years. We answer our phone. We actually care if your move goes smoothly.
Why Choose Us
Experienced Team
Our professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
Quality Guaranteed
We stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
Fair Pricing
Transparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
Proven Results
Thousands of satisfied customers and a track record of successful projects speak for themselves.
Our Story
Milestone Future Planning started in 2013 when our founder got frustrated helping friends relocate. Everyone had different needs, different countries, different complications. But everyone shared the same problem: nobody was treating retirement abroad like the complex, personal journey it actually is. So we built something different. Started small in Ottawa with 7 clients and a lot of coffee. Now we're working with 163 expats across 31 countries. We've made plenty of mistakes along the way. That's exactly why our advice works.
Company founded with a team of 3 passionate professionals
Expanded services and reached 500+ satisfied customers
Opened new headquarters and doubled our team size
Celebrated serving over 2,000 clients with 98% satisfaction rate
Meet Our Team
The people behind Milestone Future Planning
Marcus Chen
Founder & Retirement Strategist
Marcus spent 8 years in Singapore before moving back to Canada. That experience taught him how badly most people plan for expat life. He's obsessed with tax optimization and has helped 87 clients save six figures in the process.
Sofia Rossi
Healthcare & Benefits Coordinator
Sofia navigated healthcare systems across 4 continents. Now she untangles the medical stuff for our clients so they're not stuck in foreign clinics confused about coverage. She speaks 6 languages, which honestly helps.
James Okafor
Tax & Legal Specialist
James loves tax law the way most people love vacation. He's certified in cross-border taxation and has spent the last 9 years helping expats understand their obligations without getting fleeced by accountants.
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.