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Milestone Wealth Management
Milestone Wealth Management is a wealth advisory firm based in Calgary that caters to independent business owners. It provides personalized wealth management...
Milestone Wealth Management
Milestone Wealth Management is a wealth advisory firm based in Calgary that caters to independent business owners. It provides personalized wealth management services through its proprietary process, The S-Curve FORMula. The firm follows a process-driven, disciplined investment approach with a focus on balance, risk management, and tax-aware strategies. Its areas of investment focus include wealth management, investment philosophy, risk management, tax planning, and estate planning.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
North America
Country
Canada
City
Calgary
Principals
Korina Fandrick
Portfolio Manager
Shawn Boos
Steve Booker
Steve Nielsen
Chief Investment Officer, PM, Managing Director
Sector focus
Frequently asked questions
What is the location of Milestone Wealth Management?
The firm is based in Calgary.
What proprietary process does the firm use for its services?
The firm uses The S-Curve FORMula for personalized wealth management services.
What is the firm's investment approach?
The firm employs a process-driven, disciplined investment approach with a focus on balance, risk management, and tax-aware strategies.
Who are the investment focuses of the firm?
Investment focuses include wealth management, investment philosophy, risk management, tax planning, and estate planning.
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