Bora Milekic, BBA, QAFP

With over 30 years of experience in the financial markets and over 12 years as an advisor, Bora Milekic is excited to bring you the best of what Coastal Community Credit Union has to offer. Working as a Financial Consultant with Coastal Community and Investment Advisor with Credential Securities, Bora works to provide solutions for your Investment needs and assist with any challenges you may have.

If you ask Bora the best time to start saving, it’s now! This allows you to maximize dollar cost averaging and the power of compounding. Bora is an expert in the industry and has helped many clients master their saving disciple by setting up pre- authorized plans to meet their goals.

Bora’s has a BBA and has extensive wealth industry education  behind him to hold is QAFP, which also requires ongoing study to maintain.

Most recently from Kelowna, Bora and his wife are new to Vancouver Island and are thrilled with what the Campbell River and surrounding community has to offer. They can be found exploring the island, and can hardly believe that they are lucky enough to call it home.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.