Investment Advisor & Portfolio Manager
B. Comm, FMA, CFP®, CIM®
Steve joined Milestone in 2000. One of his top priorities is maintaining high client service levels and ensuring our systems and methodologies are consistent throughout the firm. In addition to his Investment Advisor role, he is Milestone's lead Portfolio Manager and oversees the firms asset allocation, security selection and portfolio risk management. He graduated from the University of Calgary in 2000 with a Bachelor of Commerce in Finance. He received his Financial Management Advisor designation in 2004 and the Chartered Investment Manager and Certified Financial Planner designations in 2005. In 2008, he was granted the Fellow of the Canadian Securities Institute.
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.