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Pejovic & Associates Private Wealth Management

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Last Updated On

Dec. 3, 2024, 9:10:00 p.m.

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2665 Henderson Highway

R2E 0C4East St PaulManitoba

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Listing ID

42842296

About Pejovic & Associates Private Wealth Management

We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a senior investment associate, and several other specialist advisors. Our services include professional private wealth management, financial planning, tax efficient investing, will & estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer. Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities. Our team's discretionary customized portfolio platform offers solutions to investment goals that clients want to achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing strategies, our approach is both unique and effective.

Keywords

InvestmentsEconomicsFinancial PlanningFinancial ServicesPortfolio ManagementInsuranceFHSATFSARRSPRDSPRESPMutual FundMortgageWealth ManagementAssetCapital MarketCompound InterestCash Flow

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Opening Hours

Monday

9:00 a.m. - 4:00 p.m.

Tuesday

9:00 a.m. - 4:00 p.m.

Wednesday

9:00 a.m. - 4:00 p.m.

Thursday

9:00 a.m. - 4:00 p.m.

Friday

9:00 a.m. - 4:00 p.m.

Saturday

Closed

Sunday

Closed

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