Pejovic & Associates Private Wealth Management
2665 Henderson Hwy, Unit 4, East St Paul, Manitoba R2E 0C4
(431) 815-8951
Pejovic & Associates Private Wealth Management Business Information
- Name:
- Pejovic & Associates Private Wealth Management
- Address:
- 2665 Henderson Hwy, Unit 4
- City:
- East St Paul
- Province:
- Manitoba, CA
- Postal Code:
- R2E 0C4
- Telephone:
- (431) 815-8951
- Fax:
- (833) 315-4868
- Website URL:
- click here
- Facebook:
- https://www.facebook.com/104146159443035
- Twitter:
- @PejovicPWM
- Categories:
- Financial Planning Consultants
Investments - The Pejovic Team
- Meet the Team
- Hours:
- M-F 9am-4pm, Sa-Su Closed
- Services:
Financial Planning, Financial Services, Portfolio Management - Products:
n/a - Brands:
Pejovic & Associates Private Wealth Management, Wellington-Altus Private Wealth Management - Coordinates:
- 49.973395, -97.057891
- Accepted Payment:
- Contact:
- [email protected]
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.
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