# Milestone Wealth Management

Milestone Wealth Management is a Multi Family Office based in Calgary, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Calgary, Canada
- **Region:** North America
- **Founded:** 2023
- **Website:** https://milestonewealth.ca/
- **LinkedIn:** https://www.linkedin.com/company/milestone-wealth-management-ltd

## About

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.

## Sectors

- Wealth management
- Investment philosophy
- Risk management
- Tax planning
- Estate planning

## People

- Korina Fandrick — Portfolio Manager
- Shawn Boos
- Steve Booker
- Steve Nielsen — Chief Investment Officer, PM, Managing Director

## 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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Last updated: 2026-07-06T00:42:28.432Z

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