Ivica brings 25+ years of tax and estate planning experience working with affluent individuals and private business owners. He is a Chartered Accountant, Certified Financial Planner and Chartered Life Underwriter.  This distinct combination of skills, coupled with his strong communication abilities, has provided clients with practical solutions in structuring their financial affairs.

Clients have benefited from Ivica’s knowledge of tax, business, and philanthropy; and how each is integral to a comprehensive estate plan.  Ivica’s clients have peace of mind knowing they are properly structured, and their wishes will be fulfilled if the unexpected were to occur.