Korina Fandrick, Cfp, Cim, Cdfa Email & Phone Number
@milestoneasset.ca
LinkedIn matched
Who is Korina Fandrick, Cfp, Cim, Cdfa? Overview
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Korina Fandrick, Cfp, Cim, Cdfa is listed as Associate Partner at Milestone Asset Management Ltd., a company with 8 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at milestoneasset.ca and a matched LinkedIn profile for Korina Fandrick, Cfp, Cim, Cdfa.
Korina Fandrick, Cfp, Cim, Cdfa previously worked as Wealth Advisor, Partner at Milestone Wealth Management Ltd. and Investment Advisor at Canaccord Genuity Wealth Management Canada. Korina Fandrick, Cfp, Cim, Cdfa holds Cdfa, Divorce Planning from Idfa.
Email format at Milestone Asset Management Ltd.
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AeroLeads found 1 current-domain work email signal for Korina Fandrick, Cfp, Cim, Cdfa. Compare company email patterns before reaching out.
About Korina Fandrick, Cfp, Cim, Cdfa
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 Personal 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. The S-Curve is the integration of their business and personal financial journey. The FORMula speaks to family, occupation, recreation and money. Through thought leadership, this process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.
Listed skills include Wealth Management, Financial Advisory, Mutual Funds, Investments, and 10 others.
Korina Fandrick, Cfp, Cim, Cdfa's current company
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Korina Fandrick, Cfp, Cim, Cdfa work experience
A career timeline built from the work history available for this profile.
Wealth Advisor, Partner
CurrentAssociate Partner
Currenthttps://www.linkedin.com/company/milestoneam
Investment Advisor
Investment Advisor
Executive Assistant, Mutual Fund Associate
Korina Fandrick, Cfp, Cim, Cdfa education
Cdfa, Divorce Planning
Education record
Cfp, Financial Planning
Frequently asked questions about Korina Fandrick, Cfp, Cim, Cdfa
Quick answers generated from the profile data available on this page.
What company does Korina Fandrick, Cfp, Cim, Cdfa work for?
Korina Fandrick, Cfp, Cim, Cdfa works for Milestone Asset Management Ltd..
What is Korina Fandrick, Cfp, Cim, Cdfa's role at Milestone Asset Management Ltd.?
Korina Fandrick, Cfp, Cim, Cdfa is listed as Associate Partner at Milestone Asset Management Ltd..
What is Korina Fandrick, Cfp, Cim, Cdfa's email address?
AeroLeads has found 1 work email signal at @milestoneasset.ca for Korina Fandrick, Cfp, Cim, Cdfa at Milestone Asset Management Ltd..
Where is Korina Fandrick, Cfp, Cim, Cdfa based?
Korina Fandrick, Cfp, Cim, Cdfa is based in Calgary, Alberta, Canada while working with Milestone Asset Management Ltd..
What companies has Korina Fandrick, Cfp, Cim, Cdfa worked for?
Korina Fandrick, Cfp, Cim, Cdfa has worked for Milestone Asset Management Ltd., Milestone Wealth Management Ltd., Canaccord Genuity Wealth Management Canada, Raymond James Ltd., and Assante Financial Management.
Who are Korina Fandrick, Cfp, Cim, Cdfa's colleagues at Milestone Asset Management Ltd.?
Korina Fandrick, Cfp, Cim, Cdfa's colleagues at Milestone Asset Management Ltd. include Ashley Ralston and Shawn Boos, Cfp®, Cim®.
How can I contact Korina Fandrick, Cfp, Cim, Cdfa?
You can use AeroLeads to view verified contact signals for Korina Fandrick, Cfp, Cim, Cdfa at Milestone Asset Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Korina Fandrick, Cfp, Cim, Cdfa attend?
Korina Fandrick, Cfp, Cim, Cdfa holds Cdfa, Divorce Planning from Idfa.
What skills is Korina Fandrick, Cfp, Cim, Cdfa known for?
Korina Fandrick, Cfp, Cim, Cdfa is listed with skills including Wealth Management, Financial Advisory, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, and Asset Management.
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