THE MILESTONE TEAM

At Milestone, we believe a team-based approach to wealth management ensures our clients benefit from a coordinated, disciplined methodology and the highest levels of service. Our team consists of Shawn Boos, Steve Booker, Steve Nielsen and Korina Fandrick. Although each has specific expertise, we believe that, together, we offer a combination of skills and experience that is truly leading edge.

Steve Nielsen

STEVE NIELSEN

Chief Investment Officer, PM, Managing Director

B.Comm, CAFA, CFP®, CIM®

T: +587-324-2271snielsen@milestonewealth.ca

Learn More
Korina Fandrick

KORINA FANDRICK

Portfolio Manager

CFP®, CDFA®, CIM®

T: +403-531-2448kfandrick@milestonewealth.ca

Learn More
Shawn Boos

SHAWN BOOS

President & CEO, Portfolio Manager

CIM®, CFP®

T: +403-531-2447sboos@milestonewealth.ca

Learn More
Steve Booker

STEVE BOOKER

Chairman

B.Comm, CFP®, CIM®, CLU®

T: +403-531-2445sbooker@milestonewealth.ca

Learn More
Ashley Ralston

Ashley Ralston

Chief Compliance Officer

T: aralston@milestonewealth.ca

Learn More
Shane Aaviku

Shane Aaviku

Associate Portfolio Manager

CIM®

T: saaviku@milestonewealth.ca

Learn More