Korina Fandrick Awarded Wealth Professional's 5-Star Advisor for 2022
Milestone Wealth Management Ltd. - Aug 29, 2022
Milestone Wealth Management would like to congratulate Korina Fandrick for achieving the prestigious 5-Star Advisor for 2022 award for Western Canada & Quebec from Wealth Professional (WP) Canada. For over 15 years, Korina has worked diligently to steadily improve the client experience and portfolio management process within Milestone.
WP writes for the award methodology: To find the best advisors in Quebec and Western Canada, the Wealth Professional team undertook a rigorous marketing and survey process, leveraging WP’s connections to advisors across the country. Investors were asked to nominate their advisors and rate them on the basis of six key criteria: communication, portfolio performance, product knowledge, client trust, client knowledge, and customer service.
Source: Wealth Professional
About Korina Fandrick
Korina is an Assistant Portfolio Manager and has achieved the designations of CFP, CDFA and CIM. Korina is lead financial planner within Milestone and has consistently proven her ability to connect with clients, understand their objectives and to formulate a glide path to get them to their destination. A technology advocate, she along with Milestone further leverages fintech to make financial advice and reporting thorough, consistent and clear.
About Milestone Wealth Management
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 Complete Family Office (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, which is 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.