Sensible Financial Solutions
62Developing1124 Fort St, Victoria, BC V8V 3K8, Canada
About
Sensible Financial Solutions is a fee-for-service financial planning firm in Victoria, BC, offering retirement planning, tax minimization, estate planning, and money consultation to clients across Vancouver Island.
Senior Care Path Summary
Sensible Financial Solutions offers impartial, fee-for-service financial planning with no hidden fees or sales-driven advice. Milica Ivaz, the principal planner with nearly 30 years of experience, provides comprehensive guidance on retirement planning, tax minimization, wealth management, and estate planning tailored to each client's goals and values.
The firm serves professional women, retirees, and small business owners across Vancouver Island. Their approach emphasizes empathy, transparency, and building long-term financial security so clients feel confident at every stage of their financial journey.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning income and tax strategies
- Seniors managing wealth and estate planning
- Small business owners and professional women
- Families navigating major financial transitions
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
11 Google reviews
Most recent reviews
Sonya White
2 months ago · via Google
Milica supported me and my husband to assess our financial values and goals, and plan accordingly. She did a great job of integrating the unique perspectives that each of us have. She was flexible in considering a variety of different planning solutions, and she diligently showed us the pros and cons of each option. She was thoughtful and non-judgmental and we appreciated her professionalism. We would recommend her to others!
Louisa Marziali
5 months ago · via Google
I came to Milica with a desire to better understand my overall financial picture and create a clear pathway to retirement, including refined sequencing and ensuring benefits were maximized over the long term. Milica has a calm, strategic, and professional way of laying out options and trade-offs that keeps the work grounded and free of sales pressure. She helped bring greater coherence to my retirement planning, with thoughtful sequencing, clear explanations, and a long-term lens that fits my life and health context. I came away feeling well-informed, settled, and confident in the direction we set. I would readily recommend Milica to anyone looking for client-centred, long-term financial planning.
Rob Kolisnyk
7 months ago · via Google
I'm still about 2 years out from retirement, but I wanted to see if I was on track, and what I could be doing in the meantime to better prepare myself. I contacted Milica who is a CFP specializing in retirement. She offered a free 30 minute consultation to discuss whether she could help me. After the consult, we decided to go ahead with a financial plan for my retirement. Milica is very knowledgeable and professional. She was able to answer all my questions and offer tips. After several meetings, I received the final plan. Now I have the peace of mind knowing that if if I spend x amount of money, my nest egg will last throughout retirement. I'll also minimize the taxes I pay and maximize my benefits. I would definitely recommend Milica, and I plan on revisiting her when I'm closer to retirement to tweak the plan for a fraction of the initial price.
Summary of Google Reviews
Summarized by Senior Care Path from Sensible Financial Solutions's Google rating and recent reviews. Confirm specifics with the provider.
Sensible Financial Solutions holds an excellent 5.0-star rating across 11 Google reviews. Recent reviewers most often highlight a safe, reassuring environment.
Most common praise
- A safe, reassuring environment
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Retirement Planning Consultant (RRC)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
1124 Fort St, Victoria, BC V8V 3K8, Canada
Also serves
- Victoria
- Vancouver Island
- British Columbia