44 Steve Booker, Milestone Asset Management

44 Steve Booker, Milestone Asset Management

Milestone Asset Management
Canaccord Genuity Wealth Management

Calgary, AB

Providing financial guidance to independent business owners in Alberta, Steve Booker uses an S-curve formula for planning in order to “develop a framework that weeds out the external noise and allows [clients] to focus on wealth creation through thick and thin.” 

In Booker’s opinion, his province still has some tough times ahead, which will make his services even more valuable. “Alberta has gone from having the lowest marginal tax rate to one of the highest,” he says. “Coupled with a protracted oil-induced recession, it can feel as though Alberta’s wealth has dried up, and business owners are exasperated.”

Company Information

  • Milestone Asset Management
  • #207, 322 – 11th Avenue SW, Calgary, AB, T2R 0C5

Contact Information