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, CFA®, CFP®, CIM®

T: +1-587-324-2271 snielsen@milestonewealth.ca

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Korina Fandrick

KORINA FANDRICK

Portfolio Manager

CIM®, CFP®, CIM®

T: +1-403-555-2288 kfandrick@milestonewealth.ca

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Shawn Boos

SHAWN BOOS

President & CIO, Portfolio Manager

CFA®, CFP®

T: +1-587-555-1444 sboos@milestonewealth.ca

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Steve Booker

STEVE BOOKER

Chairman

B. Comm, CFP®, CIM®, CLU®

T: +1-587-203-3921 sbooker@milestonewealth.ca

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PLACEHOLDER

Chief Investment Officer, PM, Managing Director

T: +587-20349-2274 snielsen@milestonewealth.ca

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PLACEHOLDER

Chief Investment Officer, PM, Managing Director

B.Comm, CAFA, CFP®, CIM®

T: +587-20349-2274 snielsen@milestonewealth.ca

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