Milica Ivaz Ba,Cfp, Rrc, Cpca
About Milica Ivaz Ba,Cfp, Rrc, Cpca
Milica Ivaz is an Associate Consultant at IG Wealth Management, specializing in financial planning for women, including tax savings and retirement strategies. She has extensive experience in various roles supporting female entrepreneurs and has a strong educational background in finance and literature.
Work at IG Wealth Management
Milica Ivaz serves as an Associate Consultant at IG Wealth Management, a position she has held since 2019. She also works as a Senior Financial Consultant at the same firm, a role she has occupied since 2017. In total, she has over 7 years of experience with IG Wealth Management. Her responsibilities include providing financial consultations and strategies to clients, particularly focusing on women's financial empowerment.
Education and Expertise
Milica Ivaz has a diverse educational background. She earned a Bachelor of Arts in English and Literature from the University of Belgrade, studying from 1984 to 1988. She furthered her education in financial planning by obtaining the Certified Financial Planner (CFP) designation from FPSC between 2001 and 2004. Additionally, she achieved the Retirement and Estate Planning designation (RRC) from CIFP and became a Certified Professional Consultant on Aging (CPCA) after studying age-related changes at the Age-Friendly Business Academy in 2007.
Background
Milica Ivaz has extensive experience in various roles that support her financial consulting career. She worked at the Greater Victoria Chamber of Commerce for 18 years, from 1996 to 2014. She also contributed to the Saanich Peninsula Chamber of Commerce as a presenter from 2010 to 2013. Her involvement with women-focused initiatives includes her role at yoUnlimited, where she was a member for 11 months in 2011, and her participation as a member of Meetup from 2015 to 2016.
Achievements
Milica Ivaz specializes in empowering women, particularly those in government careers, to enhance their financial confidence and success. She assists clients in optimizing tax savings and achieving financial goals. Her focus includes working with recently widowed women to help them understand and manage their finances for retirement. She offers consultations that address common financial concerns such as retirement readiness, tax reduction, and income splitting strategies.