Miroslav Zivkovic - E-Simple Financial Planning Services - Burnaby, British Columbia

Branch Manager, Associate Financial Advisor
miroslav.zivkovic@raymondjames.ca

Over the past 20 years, Misa has advised over two hundred Simon Fraser University and University of British Columbia professors concerning personal investments, pension management and comprehensive retirement planning.

Misa also offers advanced comprehensive planning, insurance, tax and estate planning, and investment management services. These services are uniquely structured to meet the needs of academic professionals as well as consultants, independent contractors, engineers and IT professionals, incorporated or self-employed, in the Vancouver and Calgary areas.

Misa’s clients benefit from reliable wealth management services including retirement planning and investment management, as well as insurance, tax and estate planning.

While every plan is uniquely tailored to reflect the client’s goals and values, Misa specializes in servicing the financial needs of academic professionals, consultants, and small business owners.

Misa has over 20 years of experience as a Financial Advisor and he joined Raymond James as a Financial Advisor and Branch Manager in 2005.

Misa has a Masters Degree in Economics and he has held the Certified Financial Planner designation since 2005. He has achieved and maintains the highest internationally recognized standards of knowledge, skills, abilities and ethics.

Misa is also a Public Policy Ambassador for the Financial Planning Standards Council (FPSC)

WHY WORK WITH A CFP^®

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP^® certification marks.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP^® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP^® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP^® certification marks.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Miroslav Zivkovic, CFP®

WHY WORK WITH A CFP®

Miroslav Zivkovic, CFP^®

WHY WORK WITH A CFP^®