With over 25 years of Financial Services experience and expertise, Mirjana has been dedicated to serving her clients with personalized and customized solutions, giving back to the community and furthering her education on a continuous basis.
Spending the first 7 years of her life in Croatia and Germany, Mirjana moved to Canada with her family when she was 8 years old. After completing her Economics Degree at the University of Manitoba, she was immediately drawn to the investment industry. Continuously taking courses with the Canadian Securities Institute, she has obtained numerous designations, including the PFP (Professional Financial Planner), the FMA (Financial Management Advisor), the CIM (Canadian Investment Manager) and the FCSI (Fellow of the Canadian Securities Institute). The FCSI is the highest honour and most senior credential in Canadian financial services. The institute reserves the FCSI for investment professionals who meet the highest standards of advanced education, ethical conduct and peer endorsement.
Mirjana has also been insurance licensed with the Insurance Council of Manitoba for over 25 years; enabling her to advise clients on tax-deferral, risk management and complex estate planning strategies.
As her business has evolved to include Will and Estate Planning as part of a holistic approach to wealth management, Mirjana obtained her TEP (Trust and Estate Practitioner) designation through STEP Canada. STEP (The Society of Trust and Estate Practitioners) is the leading international organization for Trust and Estate professionals including lawyers, accountants and trust professionals.
In addition to offering Custom-Tailored Investment and Wealth Management solutions for her clients, Mirjana also focuses on Will and Estate Planning as well as Financial Planning as part of the Discovery and Annual Review process.
Mirjana’s list of clients include Individuals, Families, Professionals, Corporations, Trust Accounts, Unions, Foundations and Non-Profit Organizations, from coast to coast.
Philanthropy has been a big part of Mirjana’s life for many years, regularly volunteering with the Boy’s and Girl’s Club of Winnipeg, the Royal Winnipeg Ballet and Winnipeg Harvest. As well, she recently joined the Lion of Judah with the Jewish Federation of Winnipeg. Mirjana has been a member of her daughter's school, Balmoral Hall, Parent Association for over 5 years and has been involved in various school Committees over the years. Well known in the Manitoba and Ontario horse community, Mirjana sponsors equestrian organizations such as Dressage Winnipeg, the Manitoba Hunter Jumper Association and competitive junior rider, Jackson Vandale. Mirjana also sits on the Board of the Manitoba Hunter Jumper Association.
A lifelong horse lover, Mirjana enjoys riding and spending free time with her German-bred dressage horse, Chapman, as well as developing her young dressage horses, De Nardi and Franzisko.
Mirjana's husband, Jeff, is also an Investment Advisor with RBC Dominion Securities and her daughter, Isabella, works with her team part time.