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 across Victoria and Vancouver Island—including professional women, retirees, and business owners—have entrusted their financial journeys to Milica Ivaz. Why? Because Milica is more than just a financial advisor. She brings a unique blend of empathy, integrity, and deep expertise, consistently earning the trust of those she serves. She listens with genuine care, taking the time to understand each client’s values, goals, and life circumstances. This thoughtful and personalized approach results in comprehensive financial and retirement planning services that help clients move forward with clarity and confidence.
Milica’s story began in Europe, where she earned her Bachelor of Arts Degree and built a successful early career with a prominent French bank. However, political and economic instability in her native country led Milica and her husband to make the life-changing decision to immigrate to Canada in 1993. Leaving behind her professional success, her family, and her friends was not easy—it was a deeply emotional and difficult decision, made in pursuit of a more secure and hopeful future.
Once in Canada, Milica quickly demonstrated her resilience and dedication. Within three months of arriving, she secured her first job and soon after, in 1995, began her financial planning career with a major national firm. Over the years, she held various roles, growing her experience and deepening her impact. In addition to advising clients, Milica also mentored and led a team of financial advisors for eight years, always guided by a simple but powerful philosophy: put people and service first. She believes that life is rich and complex—and that financial plans should reflect that.
'Putting People and Service first. Life is rich and varied, your financial planning should be too.' ~ Milica Ivaz
Beyond her professional work, Milica is a passionate community advocate. She has volunteered and fundraised for numerous non-profits, particularly those supporting women, families, and mental health initiatives. She most recently served as co-chair of Women United, a fundraising group affiliated with United Way Southern Vancouver Island. Under her leadership, the group successfully supported the Little Phoenix Child Care Centre, Canada’s first trauma-informed daycare.
Milica’s charitable involvement includes:
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Alzheimer Society – Office Champion
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Camosun College "Together for Health" – Health Champion
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Community Living Victoria – Board Member
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Bridges for Women – Supporter
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Power to Be Adventure Therapy – Volunteer
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Jeneece Place, Stop Hunger Now, and BC Schizophrenia Society
Milica is proud to hold both the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations. She continues to empower her clients to live meaningful, financially secure lives—with plans as thoughtful and unique as they are.
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.