Ivan Milev, Phd, Cfp, Cpa, Cma
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Ivan Milev, Phd, Cfp, Cpa, Cma Email & Phone Number

Senior Financial Planning Associate at Scotia McLeod
Location: Ottawa, Ontario, Canada 6 work roles 4 schools
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Current company
Scotia McLeod
Role
Senior Financial Planning Associate
Location
Ottawa, Ontario, Canada
Company size
114 employees

Who is Ivan Milev, Phd, Cfp, Cpa, Cma? Overview

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Quick answer

Ivan Milev, Phd, Cfp, Cpa, Cma is listed as Senior Financial Planning Associate at Scotia McLeod, a with 114 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ivan Milev, Phd, Cfp, Cpa, Cma.

Ivan Milev, Phd, Cfp, Cpa, Cma previously worked as Business Development Associate, Scotia McLeod at Scotia Mcleod and Senior Financial Advisor, Scotiabank at Scotiabank. Ivan Milev, Phd, Cfp, Cpa, Cma holds Cpa/Cma, Cma Leadership Program, 2015 Graduate Chartered Professional Accountant/Chartered Management Accountant from Certified Management Accountants Of Ontario.

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Scotia McLeod

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Profile bio

About Ivan Milev, Phd, Cfp, Cpa, Cma

Finding the balance of life and career helps being passionate in both.

Current workplace

Ivan Milev, Phd, Cfp, Cpa, Cma's current company

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Scotia McLeod
Scotia Mcleod
Senior Financial Planning Associate
Website
scotiamcleoddirect.com
Employees
114
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6 roles

Ivan Milev, Phd, Cfp, Cpa, Cma work experience

A career timeline built from the work history available for this profile.

Senior Financial Planning Associate

Current
Scotia Mcleod

Kanata, Ontario, Canada

What are the chances of being successful without a plan? My financial planning education and experience, paired with my Chartered Professional Accountant designation, have equipped me with the knowledge and expertise to aid you in building a financial plan for you and your family. Working within the Saikali Portfolio Management Team, our group of experts can ensure that you’re making the best financial decisions to achieve your ultimate success – whatever that looks like to you.

Jun 2022 - Present

Business Development Associate, Scotia Mcleod

Scotia Mcleod

Ottawa, Ontario, Canada

I have mastered financial planning and became a Chartered Professional Accountant to provide the best value to you. Paired with the exceptional Saikali model portfolio management, now this is your recipe for success!

May 2021 - May 2022

Senior Financial Advisor, Scotiabank

Scotiabank

Ottawa, Canada Area

Helping my clients to prosper financially by leveraging my holistic approach to personal finances and creating wealth pays off. 20+ years of consulting individuals and businesses made me a preferred and trusted adviser for hundreds which I am very proud of.

Sep 2014 - May 2021

Financial Advisor, Scotiabank

Scotiabank

Ottawa, Canada'S Capital

Certified financial planner. Reducing financial risks and using sound financial practices. Mutual Fund rep for Ontario and Quebec.

Dec 2009 - Aug 2014

Financial Advisor

Investors Group Financial Services Inc.

Providing comprehensive financial planning services. Mutual Fund rep for Ontario and Quebec. Licensed Insurance Agent, Ontario.

Dec 2005 - Dec 2009

Vp, Manager Development And Financial Services

Express Group

Sofia, Bulgaria

Advising clients traveling to Germany for new business or study. Know-how in applying the Agreement for international work force between Germany and Bulgaria signed in 1991. Mutual Fund representative and insurance broker.

May 1999 - Nov 2005
Team & coworkers

Colleagues at Scotia McLeod

Other employees you can reach at scotiamcleoddirect.com. View company contacts for 114 employees →

AL Annie Lefebvre Annie Lefebvre Colleague at Scotia McleodVienna, Austria View → JZ Jun Zhou, Cfa, Cfp Jun Zhou, Cfa, Cfp Colleague at Scotia McleodOttawa, Ontario, Canada View → DD Doreen Dempsey Doreen Dempsey Colleague at Scotia McleodMoncton, New Brunswick, Canada View → CG Christopher Gray Christopher Gray Colleague at Scotia McleodGreater Toronto Area, Canada View → TN Tracy Nicholson Tracy Nicholson Colleague at Scotia McleodToronto, Ontario, Canada View → SC Scotia Capital Inc. Phil Winterburn Scotia Capital Inc. Phil Winterburn Colleague at Scotia McleodToronto, Ontario, Canada View → CG Cameron Gilbey, Cfp, Cim Cameron Gilbey, Cfp, Cim Colleague at Scotia McleodRegina, Saskatchewan, Canada View → YL Yannik Lalonde Yannik Lalonde Colleague at Scotia McleodMontreal, Quebec, Canada View → AJ Anthony Jinchereau Anthony Jinchereau Colleague at Scotia McleodMontreal, Quebec, Canada View → CM Cassandra Melnychuk Cassandra Melnychuk Colleague at Scotia McleodEdmonton, Alberta, Canada View →
4 education records

Ivan Milev, Phd, Cfp, Cpa, Cma education

Cpa/Cma, Cma Leadership Program, 2015 Graduate Chartered Professional Accountant/Chartered Management Accountant

Certified Management Accountants Of Ontario

2015 graduate of the Ontario CMA/CPA program.

Cfp, Financial Planning And Services

Financial Planning Standards Council

Activities and Societies: Certified Financial Planner Certificants of North America Expanded knowledge and passed exams in the four main.

Phd, Engineering Physics

Sofia University St. Kliment Ohridski

Activities and Societies: Member of Optical Society of America and Bulgarian Union of Physicists Worked at the Laboratory of Nonlinear.

Computer Programmer, It

Matematicheska Gimnasia

Activities and Societies: Member of the School competitive team in national mathematics competitions. Achieved academic excellence.

FAQ

Frequently asked questions about Ivan Milev, Phd, Cfp, Cpa, Cma

Quick answers generated from the profile data available on this page.

What company does Ivan Milev, Phd, Cfp, Cpa, Cma work for?

Ivan Milev, Phd, Cfp, Cpa, Cma works for Scotia McLeod.

What is Ivan Milev, Phd, Cfp, Cpa, Cma's role at Scotia McLeod?

Ivan Milev, Phd, Cfp, Cpa, Cma is listed as Senior Financial Planning Associate at Scotia McLeod.

Where is Ivan Milev, Phd, Cfp, Cpa, Cma based?

Ivan Milev, Phd, Cfp, Cpa, Cma is based in Ottawa, Ontario, Canada while working with Scotia McLeod.

What companies has Ivan Milev, Phd, Cfp, Cpa, Cma worked for?

Ivan Milev, Phd, Cfp, Cpa, Cma has worked for Scotia Mcleod, Scotiabank, Investors Group Financial Services Inc., and Express Group.

Who are Ivan Milev, Phd, Cfp, Cpa, Cma's colleagues at Scotia McLeod?

Ivan Milev, Phd, Cfp, Cpa, Cma's colleagues at Scotia McLeod include Annie Lefebvre, Jun Zhou, Cfa, Cfp, Doreen Dempsey, Christopher Gray, and Tracy Nicholson.

How can I contact Ivan Milev, Phd, Cfp, Cpa, Cma?

You can use AeroLeads to view verified contact signals for Ivan Milev, Phd, Cfp, Cpa, Cma at Scotia McLeod, including work email, phone, and LinkedIn data when available.

What schools did Ivan Milev, Phd, Cfp, Cpa, Cma attend?

Ivan Milev, Phd, Cfp, Cpa, Cma holds Cpa/Cma, Cma Leadership Program, 2015 Graduate Chartered Professional Accountant/Chartered Management Accountant from Certified Management Accountants Of Ontario.

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