Steve Booker Email
Chief Executive Officer @ Milestone Wealth Management Ltd.
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Steve Booker Location
- Calgary, AB, CA
Steve Booker Work
- 1998 -now Financial Advisor at Milestone Wealth Management Ltd. @
- 1998 -now Chief Executive Officer @
- 1998 -1998 Financial Advisor @
- 2010 -2020 Financial Advisor @
- 2003 -2010 Financial Advisor @
Steve Booker Education
- Haskayne School of Business
Bachelor's degree, Business/Commerce, General
1994-1996
Steve Booker Skills
- Financial Advisory
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Equities
- Wealth Management
- Mutual Funds
- Microsoft Office
- Investment Strategies
- Microsoft Excel
- Asset Management
- Certified Financial Planner
- Budgets
- Management
- Financial Reporting
- Project Management
- Research
- Securities
Steve Booker Summary
- Steve Booker, based in Calgary, AB, CA, is currently a Chief Executive Officer at Milestone Wealth Management Ltd.. Steve Booker brings experience from previous roles at Milestone Wealth Management Ltd., Canaccord Genuity Wealth Management (Canada) and Raymond James Financial Inc.. Steve Booker holds a 1994 - 1996 Bachelor's degree, Business/Commerce, General @ Haskayne School of Business. With a robust skill set that includes Financial Advisory, Retirement Planning, Financial Planning, Portfolio Management, Investments and more. Steve Booker has 2 emails on RocketReach.
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