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 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 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. It is why financial independence is important to them and to us. Through thought leadership, our process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.
View Top Employees from Milestone Wealth Management Ltd.Website | https://www.milestonewealth.ca |
Revenue | $10 million |
Employees | 7 (6 on RocketReach) |
Founded | 1993 |
Address | 322 11TH AVE. SW, SUITE 207, Calgary, Alberta T2R 0C5, CA |
Phone | (403) 531-2444 |
Fax | (403) 531-2449 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Pacific Spirit Investment Management Inc., Stanley Asset Management |
SIC | SIC Code 62 Companies, SIC Code 6211 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Milestone Wealth Management Ltd. employee's phone or email?
The Milestone Wealth Management Ltd. annual revenue was $10 million in 2024.
Bcomm Steve Nielsen is the Managing Director, Portfolio Manager of Milestone Wealth Management Ltd..
6 people are employed at Milestone Wealth Management Ltd..
Milestone Wealth Management Ltd. is based in Calgary, Alberta.
The NAICS codes for Milestone Wealth Management Ltd. are [52, 523].
The SIC codes for Milestone Wealth Management Ltd. are [62, 6211, 621].