Ivan Milev Location
Ottawa, ON, CA
Ivan Milev Work
- 2022 - now Senior Financial Planning Associate @ Scotia McLeod
- 2021 - 2022 Business Development Associate, Scotia McLeod @ Scotia McLeod
- 2014 - 2021 Senior Financial Advisor, Scotiabank @ Scotiabank
- 2009 - 2014 Financial Advisor, Scotiabank @ Scotiabank
- 2005 - 2009 Financial Advisor @ Investors Group
- 1999 - 2005 VP, Manager Development and Financial Services @ Express Group
Ivan Milev Education
- Certified Management Accountants of Ontario
CPA/CMA (CMA Leadership Program)
2011 - 2015 - Financial Planning Standards Council
CFP (Financial Planning and Services)
2008 - 2009 - Sofia University St. Kliment Ohridski
PhD (Engineering Physics)
1981 - 1993
- Matematicheska Gimnasia
Computer Programmer (IT)
1975 - 1979
Ivan Milev Skills
- Mutual Funds
- Finance
- Retirement Planning
- Investments
- Strategic Financial Planning
- Insurance
- Financial Analysis
- Investment Strategies
- Financial Advisory
- Financial Planning
Ivan Milev Summary
Ivan Milev, based in Ottawa, ON, CA, is currently a Senior Financial Planning Associate at Scotia McLeod. Ivan Milev brings experience from previous roles at Scotia McLeod, Scotiabank and Investors Group Financial Services Inc.. Ivan Milev holds a 2011 - 2015 CPA/CMA in CMA Leadership Program @ Certified Management Accountants of Ontario. With a robust skill set that includes Mutual Funds, Finance, Retirement Planning, Investments, Strategic Financial Planning and more. Ivan Milev has 2 emails on RocketReach.
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