Milestone Wealth Management Ltd.

Milestone Wealth Management Ltd. is a preeminent investment advisory firm in Western Canada catering to independent business owners.

Milestone Asset Management is a boutique full-service financial advisory firm. In bringing together the extensive experience and individual skills of our professional advisors, we have built a solid foundation from which our clients can grow their wealth. We specialize in providing objective, strategic wealth management advice guided by a unique and comprehensive team-based approach.

Since 1993, we have conducted financial planning and successfully managed portfolios for clients in many parts of the country and around the world. Milestone uses a proprietary, disciplined methodology to uncover the financial desires of our clients and help transform those desires into reality.

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.