Steve Booker of Milestone Asset Management is rank 44 in Wealth Professional Canada's 2018 Top 50 Advisors
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.”
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.”
