Milestone Wealth Management Ltd.
Financial ServicesView the employees at
Milestone Wealth Management Ltd.-
Steve Nielsen, BComm, FMA, CFP®, CIM® Managing Director, Portfolio Manager at Milestone Wealth Management Ltd.
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Calgary, Alberta, Canada
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Top 10%
Steve Booker, BComm, CFP®, CIM®, CLU® Chief Executive Officer at Milestone Wealth Management Ltd.-
Top 10%
Shane Aaviku Chartered Investment Manager-
Calgary, Alberta, Canada
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Rising Star
Shawn Boos Portfolio Manager, Managing Director at Milestone Wealth Management Ltd.-
Calgary, Alberta, Canada
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Top 10%
Overview
We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure a family legacy. As their Personal CFO, we’ve developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and their needs evolve. We call it the S-Curve FORMula™, the integration of their business and personal financial journey. We never lose sight of what matters most to our clients; Family, Occupation, and Recreation. This is why our clients have entrusted us as stewards for their Money, helping them accomplish these three vital matters. It is why financial independence is important to them and to us. Through thought leadership, our process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.
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