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

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Korina Fandrick

KORINA FANDRICK

Portfolio Manager

CIM®, CFP®, CIM®

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

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Shawn Boos

SHAWN BOOS

President & CIO, Portfolio Manager

CFA®, CFP®

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

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Steve Booker

STEVE BOOKER

Chairman

B. Comm, CFP®, CIM®, CLU®

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

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PLACEHOLDER

Chief Investment Officer, PM, Managing Director

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

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PLACEHOLDER

Chief Investment Officer, PM, Managing Director

B.Comm, CAFA, CFP®, CIM®

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

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