Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Joe has been helping clients like you achieve your financial goals since 1993. His innovative, structured, and disciplined approach to investing provides an effective strategy that’s proven to attain your financial goals and objectives.
Joe earned his Bachelor of Commerce Degree from the University of
British Columbia, after which he joined Canada’s largest credit union,
first as lending specialist, and then as a Certified Financial
Planner(CFP). Joe moved to a global banking group in 1996, where he
was appointed Manager of Investment Services. Through his ability to
develop a substantial, loyal client base, Joe was invited to join
their Private Client Services division in 2000. Since then, he has
continued to build his practice, becoming part of the National Bank
Financial group in 2012, where he is now a Vice-President of the
Joe is a Fellow of the Canadian Securities Institute (FCSI), the
most respected and trusted designation in the financial services
industry and one that reflects the greatest demonstrated abilities and
highest ethical standards. He is also a licensed Portfolio Manager, a
designation based on education, experience, and quality of business,
earned only by a select group of Investment Advisors in Canada. This
provides him with the ability to manage qualifying clients’ portfolios
on a discretionary basis through a portfolio mandate tailored to their
Joe is known and respected in the industry for his integrity and is
considered a leader among his peers. Joe Milic Wealth Management
Group currently advises on over 200 households, corporations, and
Ruby has over 15 years of experience in the financial industry. Over that time, she has built a strong knowledge base and developed an exceptional record of client service.
Dedicated to excellence in client service, Ruby assists in
monitoring client portfolios and serves as a key point of contact for
our clients' enquiries and ensures that our clients' needs are met
efficiently. As a Licensed Associate, she also assists with the
implementation of client portfolios, trade execution and retirement
Leon has 30 years of experience in the financial services industry.
Leon handles the team's client service responsibilities, including
preparing and maintaining client account documentation and assisting
with the day to day operational functions of the team.
Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 19 years. As a financial planner, she has worked exclusively for fee-only financial planning firms. This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning. Carla enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand.
Carla is a Certified Financial Planner (CFP). She is a member in good standing of the Canadian Institute of Financial Planners and received the prestigious Fellow of FPSC distinction in 2013.
Carla also volunteers within the financial planning community. She is a member of the Financial Planning Standards Council's FPE1 Panel of Examiners and the Certification Scheme Committee. She served for a number of years on the board of the British Columbia Chapte of the Retirment Planning Association of Canada, until its recent merger with the Canadian Institute of Financial Planners (CIFPs).