lliya Markovinovic, CFP®, RIS
I have been in the financial planning industry since 1995, and before that I was a Branch Manager at Alterna Savings from 1992 to 1995.
It’s been my honour to spend more than 20 years constructing comprehensive, personalized financial plans and helping Alterna members grow their long-term wealth. Given my deep industry experience, I can effectively explain complex financial concepts to members and make the financial planning process as straightforward and uncomplicated as possible.
I enjoy taking care of people and their financial needs by providing professional, compassionate financial advice. I love working in our community with retired and pre-retired individuals and families, as well as with non-profit organizations and small businesses.
As an Investment Advisor, my approach is to get to know each member so I may truly understand their life and retirement goals. This process of discovery helps us develop a real-life plan and provides better inputs for the financial model we build, so we can make realistic, wise financial planning decisions.
I earned a Bachelor of Arts degree from Lakehead University in Thunder Bay, Ontario, and I also hold the Certified Financial Planner designation. Outside of my work, I enjoy golfing, travelling and spending time with family – especially my grandchildren!
Caring for our communities is embedded in Alterna’s mission. We give over one million dollars a year in donations, sponsorships and community support – alongside countless volunteer hours. Alterna also provides an annual paid volunteer day to all employees, encouraging them to donate time to causes in their local communities.
Mutual funds and other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.
IIROC Advisor Report
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