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.
External link for Pejovic & Associates Private Wealth Management
Unit 4, 2665 Henderson Hwy
Winnipeg, Manitoba R2E0C4, CA
201 Portage Ave
25th Floor
Winnipeg, Manitoba R3B 3K6, CA
5th St. SW Suite 2200
250
Calgary, Alberta T2P 0R4, CA
Congratulations 🎉 Adam Bighill!
Congratulations to Adam Bighill in receiving The Tom Pate Award for his contribution and dedication to our community. Adam, a CFL legend contributes as much off the field as he does on the field . Adam is also an incredible teammate of mine to Pejovic Bighill Private Wealth. I am thankful to work alongside him!
Are the U.S. elections overshadowing a larger economic crisis? Dr. James Thorne highlights the risks of America's skyrocketing national debt and what trends investors should watch for in 2025. Find the details in his August #MarketInsights: https://bit.ly/3SFf2fL #Investing #Elections2024
If you haven't already paid the interest for your prescribed rate loan (2023 year), it is due on or before January 30, 2024. Learn more about when and how to pay the loan here: https://bit.ly/47xTTJ3 #WellingtonAltus #WealthPlanning #PrescribedRateLoan
Is your name on legal title for assets you don't have an interest in, like on your parents' home or child's bank account? Trust reporting rules have changed this year, and you may have a new reporting obligation with the CRA. Learn more here: https://rb.gy/2dj0t6 #WellingtonAltus #WealthPlanning #TrustReportingRules
There are a few factors to consider when calculating the Registered Retirement Income Fund (RRIF) minimum withdrawal amount for 2024. We break them down along with some scenarios here: https://rb.gy/5afo3p #WellingtonAltus #Retirement #WealthPlanning #RRIF
Canadian shareholders of foreign securities that have received an eligible distribution of spin-off shares can elect to defer tax on the transaction. See which 2023 foreign spin-offs received CRA approval and find out more here: https://rebrand.ly/qcg20dx #WealthPlanning #ForeignSpinOffs
Canadian taxpayers who have certain foreign property with a total cost exceeding $100,000 must file a T1135 or face heavy penalties. See who needs to file a T1135 and what foreign property must be reported here: https://rb.gy/5jr064 #WealthPlanning #T1135 #ForeignProperty
Enjoy some time together and #Accelerate your relaxation. Wishing everyone a great August long weekend!
Not sure which registered plan is right for you? With many different options for saving and investing, it can be challenging to determine the best use for each type of account. Compare your options here: https://rb.gy/ln64ts #WealthPlanning #CanadianRegisteredAccounts
U.S. persons living in Canada and/or those who own U.S. situs assets may have tax and information filing obligations in the U.S. See filing requirements and details around certain relief measures here: https://rb.gy/g0tpvz #WealthPlanning #CanadaUSCrossBorderTaxes