Investment Advisor & Branch Manager
B. Comm, CFP®, CIM®, CLU®
Steve has been with Milestone since 1998. Steve was awarded his Bachelor of Commerce from the University of Calgary in 1996. He achieved his Certified Financial PlannerTM certification in 2004 and Canadian Investment Manager designation in 2006. He went on to earn his Chartered Life Underwriter designation in 2007 and became a Fellow of the Canadian Securities Institute in 2008.
Steve is a member of Advocis and the Financial Planning Standards Council.
CLU® | Chartered Life Underwriter™ |
CIM® | Chartered Investment Manager™ |
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.