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.
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.
Services
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.
We are business owners and we support innovation and bold ideas. You want to succeed and we believe in building strong leaders for generations to come by rallying behind the risk takers and dreamers. Holistically integrate with your strategic advisors and stakeholders. Open and detailed conversations to develop a complete understanding of your specific aspirations.
Through our 7 pillars of Wealth Management, we consider all aspects of a client's financial life when developing a customized, holistic plan. This includes trust & estate advice, tax planning, risk management and advanced insurance strategies, cash management, philanthropic solutions, and guidance and resources on financing, real estate and other special interests.
At Milestone, we believe that a business is a member of its community, the same way a home is part of its neighbourhood. When conducting appreciation events for our clients, we have always used local theatres, theatre groups, businesses and restaurants. Past events have been hosted at Pumphouse Theatre and the Globe Cinema, for example.
No matter your business or background, every entrepreneur and business owner strives for financial stability - reaching a milestone where one is filled with security, peace of mind, fulfillment, and most importantly, long-term prosperity.
Similar to how green symbolizes growth, wealth and endurance, the Milestone team has the expertise to overcome potential fluctuations, the strength to consistently manage your assets and the perseverance to bring lasting financial success to life.Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs.
Similar to how green symbolizes growth, wealth and endurance, the Milestone team has the expertise to overcome potential fluctuations, the strength to consistently manage your assets and the perseverance to bring lasting financial success to life.Tenacity is represented by the colour orange. Orange symbolizes passion, determination and creativity, attributes that are ingrained in business owners and entrepreneurs.
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