YOUR FINANCIAL EXPERT
Committed to your financial success. For over three decades, clients in Victoria and Vancouver Island including professional women, retirees, and business owners have entrusted their financial journeys to Milica.
Milica Ivaz
BA,CFP,RRC
Principal Financial Planner
For close to three decades, clients in Victoria and Vancouver Island including professional women, retirees, and business owners have entrusted their financial journeys to Milica. Why? Because Milica embodies empathy, trust, and honesty. She goes beyond the numbers, listening carefully to understand the uniqueness each client brings.
The result? Reliable comprehensive financial and retirement planning services that provide peace of mind, allowing clients to enjoy life with confidence.
Milica was born and raised in Europe where she received her Bachelor of Arts Degree. Due to the political and economic circumstances in her native country, Milica and her husband decided to immigrate to Canada in 1993. It was a hard and emotional decision to make! In pursuit of a more stable life, she left behind a successful career with a renowned French bank, her family and friends. The usual struggle of an immigrant to a new country only lasted about three months before she got her first job in Canada. She started her financial planning career with a major national financial planning firm in 1995, where she worked in different capacities.
'Putting People and Service first. Life is rich and varied, your financial planning should be too.' ~ Milica Ivaz
For 8 years she led and mentored a team of successful consultants. She built her career on a simple philosophy: put people and service first. Life is rich and varied: your financial plan should be too.
Milica is active in the community through volunteering and fundraising for different non-profit organizations. She has served as a co-chair of Women United, an affiliation group of United Way Southern Vancouver Island.
Charitable causes include: Alzheimer’s Society, Bridges for Women, Jeneece Place, Community Living Victoria, Stop Hunger Now and BC Schizophrenia Society.
Milica is a Certified Financial Planner and Registered Retirement Consultant.
Ready to take control of your financial future?
Whether we support you in the area of retirement planning, cash flow management or estate planning our comprehensive fee for service planning services are designed to empower you. Explore the possibilities with Milica, where your financial goals become your reality. Start Your Journey to Financial Empowerment Today.