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

Portfolio Manager, Managing Partner
B.Comm, FMA, CFP®, CIM®​

T: 403-531-2446
snielsen@milestonewealth.ca

Korina Fandrick

Wealth Advisor, Partner
CFP®​

T: 403-531-2448
kfandrick@milestonewealth.ca

Shawn Boos

Portfolio Manager, Managing Partner
CIM®, CFP®​

T: 403-531-2447
sboos@milestonewealth.ca

Steve Booker

Managing Partner
B. Comm, CFP®, CIM®, CLU®​​

T: 403-531-2445
sbooker@milestonewealth.ca