Milestone Asset Management
Canaccord Genuity Wealth Management
A lifelong entrepreneur, Steve Booker originally became a financial advisor as a way to satisfy his desire to run his own business while offering value to individuals. “As a financial advisor, I could see how I could build a business while bringing bespoke financial solutions to clients,” he says. “That was 20 years ago, and I haven’t looked back.”
Booker’s AUM remained fairly steady in 2018 at just under $115 million. However, he continues to add to his client base, which now stands at 288. Thanks to its consistent revenue generation, even through the ebbs and flows of the market, Booker’s practice has been part of Canaccord Genuity Wealth Management’s Leaders Council since 2010.
“We have been reorganizing and reinvesting in order to put a greater focus serving family offices,” Booker says. “The increasing sophistication of our business owners has necessitated that we increase our skill set in this capacity. I would like to see our practice’s family office being fully developed in 10 years, but if we can meet our internal objectives, we are optimistic of seeing that outcome in half the time.”