Milan has spent the past decade helping individuals and their families develop a better financial strategy. He started his work career in the late 1980’s with a consulting firm in the financial services industry, and earned the coveted, globally recognized Chartered Financial Analyst (CFA) professional designation in 1994. In the early 1990’s he moved to a subsidiary of Thomson Reuters to develop an electronic network which distributed research and data to Canada’s largest fund managers, teaching them how to leverage technology for making better informed decisions. His experience with Canada’s largest pension funds, as well as being through many market cycles, has left him well equipped to help his clients develop a sound strategy for growing their wealth, and an awareness of the importance of protecting wealth and developing prudent and tax-efficient income and estate strategies.
Milan enjoys building close relationship with his clients. He encourages goal setting and planning, teaching and coaching clients how to interpret sentiment and navigate risks and opportunities.
His approach is a natural extension from his life-long passion for sports, particularly track & field, where he was a top-ranked decathlete and hurdler in the early 1980's, winning a number of national titles. Now as a financial coach, he follows the same disciplined, repeatable process he used as an athlete – helping clients set realistic goals, determining a plan for achievement, and executing that plan. His approach to excellence is pragmatic, being ever mindful of the importance of managing risk (or athletic injury) while in pursuit of return (or athletic performance).
Milan remains active today with his three daughters and spouse, participating in alpine ski racing, cycling, tennis, and golf. While he spends most week days at his home in Toronto, he can often be found in Collingwood, enjoying activities the region offers.
Vern is an Honors Business Administration graduate and a Certified Financial Planner (CFP). He began his career with a major Canadian insurance company and worked with top financial advisors across Southwestern Ontario as a regional marketing specialist. Vern's focus is on providing tax and estate planning solutions for clients through new, innovative uses of insurance contracts. He has over 15 years of sophisticated planning experience.
Vern is a great resource for designing advanced life insurance solutions for tax smart retirement income, tax smart succession planning for small businesses and overall wealth maximization for your estate.