Portfolio Manager, Managing Director
CurrentMilestone Wealth Management Ltd began March 28, 2020; formerly Milestone Asset Management Ltd.
Feb 1998 - Present
AeroLeads people directory · profile
Shawn Boos, Cfp®, Cim® Email & Phone Number
President & CEO, Portfolio Manager at Milestone Wealth Management Ltd.
at
Milestone Wealth Management Ltd.
1 work email found
@milestoneasset.ca
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
President & CEO, Portfolio Manager at Milestone Wealth Management Ltd.
Location
Calgary, Alberta, Canada
Company size
Who is Shawn Boos, Cfp®, Cim®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Shawn Boos, Cfp®, Cim® is listed as President & CEO, Portfolio Manager at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd., a with 4 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at milestoneasset.ca and a matched LinkedIn profile for Shawn Boos, Cfp®, Cim®.
Shawn Boos, Cfp®, Cim® previously worked as Portfolio Manager, Managing Director at Milestone Wealth Management Ltd. and Investment Advisor & Portfolio Manager at Canaccord Genuity Wealth Management (Canada), Milestone Asset Management.
Company email context
Email format at Milestone Wealth Management Ltd.
This section adds company-level context without repeating Shawn Boos, Cfp®, Cim®'s masked contact details.
*@milestoneasset.ca
71% confidence
AeroLeads found 1 current-domain work email signal for Shawn Boos, Cfp®, Cim®. Compare company email patterns before reaching out.
Profile bio
About Shawn Boos, Cfp®, Cim®
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 Equities, Wealth Management, Asset Management, Portfolio Management, and 1 others.
Current workplace
Shawn Boos, Cfp®, Cim®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Milestone Wealth Management Ltd.
4 roles
Shawn Boos, Cfp®, Cim® work experience
A career timeline built from the work history available for this profile.
Investment Advisor & Portfolio Manager
Nov 2010 - Apr 2020
Investment Advisor & Portfolio Manager
Raymond James Ltd., Milestone Asset Management
Jan 2003 - Nov 2010
Financial Advisor
Cartier Partners, Miles Financial Group
Feb 1998 - Dec 2002
FAQ
Frequently asked questions about Shawn Boos, Cfp®, Cim®
Quick answers generated from the profile data available on this page.
What company does Shawn Boos, Cfp®, Cim® work for?
Shawn Boos, Cfp®, Cim® works for Milestone Wealth Management Ltd..
What is Shawn Boos, Cfp®, Cim®'s role at Milestone Wealth Management Ltd.?
Shawn Boos, Cfp®, Cim® is listed as President & CEO, Portfolio Manager at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd..
What is Shawn Boos, Cfp®, Cim®'s email address?
AeroLeads has found 1 work email signal at @milestoneasset.ca for Shawn Boos, Cfp®, Cim® at Milestone Wealth Management Ltd..
Where is Shawn Boos, Cfp®, Cim® based?
Shawn Boos, Cfp®, Cim® is based in Calgary, Alberta, Canada while working with Milestone Wealth Management Ltd..
What companies has Shawn Boos, Cfp®, Cim® worked for?
Shawn Boos, Cfp®, Cim® has worked for Milestone Wealth Management Ltd., Canaccord Genuity Wealth Management (Canada), Milestone Asset Management, Raymond James Ltd., Milestone Asset Management, and Cartier Partners, Miles Financial Group.
Who are Shawn Boos, Cfp®, Cim®'s colleagues at Milestone Wealth Management Ltd.?
Shawn Boos, Cfp®, Cim®'s colleagues at Milestone Wealth Management Ltd. include Ashley Ralston and Korina Fandrick, Cfp, Cim, Cdfa.
How can I contact Shawn Boos, Cfp®, Cim®?
You can use AeroLeads to view verified contact signals for Shawn Boos, Cfp®, Cim® at Milestone Wealth Management Ltd., including work email, phone, and LinkedIn data when available.
What skills is Shawn Boos, Cfp®, Cim® known for?
Shawn Boos, Cfp®, Cim® is listed with skills including Equities, Wealth Management, Asset Management, Portfolio Management, and Financial Advisory.
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