My business dealings with Milestone Wealth Management have been very professional, ethical, and courteous over the entire term that I have been engaged with them. Shawn Boos been has very friendly and helpful in all business matters such as income tax preparation and good sound financial planning investment advice. I would highly recommend M.W.M and Shawn Boos as a sound financial investment firm and competent financial planners.
- Harry
We have used Milestone Wealth Management for 35 years and I’m extremely pleased with their management of my investments. We have dealt with Shawn Boos all that time, and he is very knowledgeable, professional, and responsive to answer any of our concerns. The face-to-face update meeting every 3 months and the regular email updates are very informative and reassuring!
- Guy & Karen
We have trusted Milestone Wealth Management to manage our financial assets for about 25 years now and we cannot say enough good things about them. Very personalized service with person-to-person review meetings and assistance with organizing our tax receipts annually. They always listen and also provide gentle guidance keeping us on the safest path to financial freedom. Highly recommend Milestone Wealth Management Ltd.
- Brian
We have utilized Milestone Wealth Management for 25 years for a significant portion of our investment portfolio. Over this period, Milestone has always provided sound investment advice and opportunities based on our investment goals and level of risk comfort. Our portfolio has significantly increased over this time, and we are very pleased with the advice and management of Milestone. A key part of Milestone’s communication with its clients is regularly scheduled reviews of portfolios (4 times per year) and sound recommendations to manage investment growth.
- Pat and Ed
Working with Milestone Wealth Management since 2001 to manage our investment/retirement portfolio has been an outstanding experience. Their deep understanding of the markets and strategic approach to investment has yielded impressive results, giving us great confidence as we approach our retirement years. They are not only knowledgeable but also excellent communicators, always keeping us informed and explaining complex financial matters in a way that is easy to understand. We are grateful for their diligence and the positive impact they’ve had on our financial well-being.
- Tracy and Iver
Milestone is a committed and insightful planning firm that listens to my needs and wants and helps me plan accordingly in an efficient and effective manner. They are not only professional and have expertise, but also have incredible patience, explaining concepts in a manner which I can easily understand, until I understand. Whether it be market concepts and events, a new car, or travel adventures, they have gone over and beyond. They plan not only for my financial stability and growth but also encourage me to live a full and complete life. They genuinely care, we have mutual trust and respect, and I have financial confidence and wellbeing.
- Carol
The team at Milestone Wealth Management has provided exemplary guidance and support throughout our financial journey. Their expertise and ability to explain things in a relatable manner has significantly enhanced our confidence in making investment decisions. They listen to and understand our financial goals and long-term plans, and we look forward to our many years of financial planning with Milestone.
- Dan and Lisa
For over 15 years, Korina Fandrick and the Milestone Wealth Management team have been trusted partners in optimizing my financial future while providing stability through volatile markets. Their guidance has brought me peace of mind during major life transitions and navigating the complexities of a cross-border lifestyle. What I value most is that their advice goes beyond numbers — thoughtful strategy, personal attention, and genuine care for my well-being. Peace of mind? Simply priceless.
- Karen
We’ve been working with Steve and the team at Milestone for more than 20 years, and it’s always been a great experience. We know our goals are a priority and that we’re in excellent hands.
- Karen & Kevin
We were referred to Milestone Wealth Management years ago by a trusted friend. It was clear that our finances were in good hands from our first meeting with Korina. Her attention to detail, genuine interest in our lives and knowledge of the investment world have been invaluable to us. We look forward to the next phase of our life with financial freedom thanks to Korina and the Milestone team.
- Gord and Michelle
Working with Korina Fandrick at Milestone Wealth Management has truly been an impressive experience. From the very beginning, Korina and the team at Milestone have demonstrated an exceptional level of organization, making each step of the process seamless and stress-free. They are incredibly responsive, always quick to answer any questions, and provide guidance whenever needed. What impressed us most was their thorough approach to financial planning. Every detail is carefully considered, giving us confidence that our financial future is in capable hands. Communication from Korina has always been clear, concise, and transparent, ensuring that we fully understand our options and the reasoning behind each recommendation.
- Heidi