Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Milestone Wealth Management
Multi family office in Calgary, Canada, founded 2023.
Identity
- HEADQUARTERS
- Calgary, Canada
- FOUNDED
- 2023
Overview
Headquartered in Calgary, Canada, the firm is listed as a multi family office founded in 2023. 2 people are named on its team.
People
- Korina FandrickPortfolio Manager · source
- Steve NielsenChief Investment Officer, PM, Managing Director · source
Frequently asked questions
Milestone Wealth Management is a multi family office based in Calgary, Canada, founded in 2023.
Milestone Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Milestone Wealth Management include Korina Fandrick (Portfolio Manager) and Steve Nielsen (Chief Investment Officer, PM, Managing Director).