Steve Booker, Bcomm, Cfp®, Cim®, Clu®
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Steve Booker, Bcomm, Cfp®, Cim®, Clu® Email & Phone Number

Chairman at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd.
Location: Calgary, Alberta, Canada 6 work roles 1 school
1 work email found @canaccordgenuity.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@canaccordgenuity.com
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Current company
Milestone Wealth Management Ltd.
Role
Chairman at Milestone Wealth Management Ltd.
Location
Calgary, Alberta, Canada
Company size
8 employees

Who is Steve Booker, Bcomm, Cfp®, Cim®, Clu®? Overview

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Quick answer

Steve Booker, Bcomm, Cfp®, Cim®, Clu® is listed as Chairman at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd., a company with 8 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at canaccordgenuity.com and a matched LinkedIn profile for Steve Booker, Bcomm, Cfp®, Cim®, Clu®.

Steve Booker, Bcomm, Cfp®, Cim®, Clu® previously worked as Financial Advisor at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd. and Chief Executive Officer at Milestone Wealth Management Ltd.. Steve Booker, Bcomm, Cfp®, Cim®, Clu® holds Bachelor'S Degree, Business/Commerce, General from Haskayne School Of Business.

Company email context

Email format at Milestone Wealth Management Ltd.

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*@canaccordgenuity.com
68% confidence

AeroLeads found 1 current-domain work email signal for Steve Booker, Bcomm, Cfp®, Cim®, Clu®. Compare company email patterns before reaching out.

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Profile bio

About Steve Booker, Bcomm, Cfp®, Cim®, Clu®

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 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 Certified Financial Planner, Wealth Management, Investment Advisory, Investment Strategies, and 11 others.

Current workplace

Steve Booker, Bcomm, Cfp®, Cim®, Clu®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Milestone Wealth Management Ltd.
Milestone Wealth Management Ltd.
Chairman at Milestone Wealth Management Ltd.
Calgary, AB, CA
Website
milestoneasset.ca
Employees
8
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6 roles

Steve Booker, Bcomm, Cfp®, Cim®, Clu® work experience

A career timeline built from the work history available for this profile.

Financial Advisor At Milestone Wealth Management Ltd.

Current
Milestone Wealth Management Ltd.

Calgary, AB, CA

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.

Nov 1998 - Present
Team & coworkers

Colleagues at Milestone Wealth Management Ltd.

Other employees you can reach at milestoneasset.ca. View company contacts for 8 employees →

KF Korina Fandrick, Cfp, Cim, Cdfa Korina Fandrick, Cfp, Cim, Cdfa Colleague at Milestone Wealth Management Ltd.Calgary, Alberta, Canada, Canada View → AR Ashley Ralston Ashley Ralston Colleague at Milestone Wealth Management Ltd.Calgary, Alberta, Canada, Canada View → SB Shawn Boos, Cfp®, Cim® Shawn Boos, Cfp®, Cim® Colleague at Milestone Wealth Management Ltd.Calgary, Alberta, Canada, Canada View →
1 education record

Steve Booker, Bcomm, Cfp®, Cim®, Clu® education

  • Haskayne School Of Business
    Haskayne School Of Business
    General
FAQ

Frequently asked questions about Steve Booker, Bcomm, Cfp®, Cim®, Clu®

Quick answers generated from the profile data available on this page.

What company does Steve Booker, Bcomm, Cfp®, Cim®, Clu® work for?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® works for Milestone Wealth Management Ltd..

What is Steve Booker, Bcomm, Cfp®, Cim®, Clu®'s role at Milestone Wealth Management Ltd.?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® is listed as Chairman at Milestone Wealth Management Ltd. at Milestone Wealth Management Ltd..

What is Steve Booker, Bcomm, Cfp®, Cim®, Clu®'s email address?

AeroLeads has found 1 work email signal at @canaccordgenuity.com for Steve Booker, Bcomm, Cfp®, Cim®, Clu® at Milestone Wealth Management Ltd..

Where is Steve Booker, Bcomm, Cfp®, Cim®, Clu® based?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® is based in Calgary, Alberta, Canada while working with Milestone Wealth Management Ltd..

What companies has Steve Booker, Bcomm, Cfp®, Cim®, Clu® worked for?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® has worked for Milestone Wealth Management Ltd., Canaccord Genuity Wealth Management (Canada), and Raymond James Financial Inc..

Who are Steve Booker, Bcomm, Cfp®, Cim®, Clu®'s colleagues at Milestone Wealth Management Ltd.?

Steve Booker, Bcomm, Cfp®, Cim®, Clu®'s colleagues at Milestone Wealth Management Ltd. include Korina Fandrick, Cfp, Cim, Cdfa, Ashley Ralston, and Shawn Boos, Cfp®, Cim®.

How can I contact Steve Booker, Bcomm, Cfp®, Cim®, Clu®?

You can use AeroLeads to view verified contact signals for Steve Booker, Bcomm, Cfp®, Cim®, Clu® at Milestone Wealth Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Steve Booker, Bcomm, Cfp®, Cim®, Clu® attend?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® holds Bachelor'S Degree, Business/Commerce, General from Haskayne School Of Business.

What skills is Steve Booker, Bcomm, Cfp®, Cim®, Clu® known for?

Steve Booker, Bcomm, Cfp®, Cim®, Clu® is listed with skills including Certified Financial Planner, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning, and Securities.

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