our-team

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. Ourteam 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.

Shawn Boos, CIM, DMS, CFP®, FCSI
Steve Booker, B. Comm, CFP®, CIM, CLU®, FCSI
Steve Nielsen, B. Comm, FMA, CIM, CFP®, FCSI
Korina Fandrick, CFP®
Jodie Pattison, Office Administrator