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
Pejovic & Associates Private Wealth Management
Financial Services
Winnipeg, Manitoba 291 followers
We are a team of experienced wealth management professionals.
About us
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.
- Website
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https://advisor.wellington-altus.ca/pejovicprivatewealth/
External link for Pejovic & Associates Private Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Winnipeg, Manitoba
- Type
- Privately Held
Locations
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Primary
Unit 4, 2665 Henderson Hwy
Winnipeg, Manitoba R2E0C4, CA
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201 Portage Ave
25th Floor
Winnipeg, Manitoba R3B 3K6, CA
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5th St. SW Suite 2200
250
Calgary, Alberta T2P 0R4, CA
Employees at Pejovic & Associates Private Wealth Management
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Petar Pejovic, BA, CIM®
Senior Portfolio Manager at Wellington-Altus Private Wealth
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Milos Pejovic, B.A., FMA, CIM, FCSI
Senior Portfolio Manager at Wellington-Altus Private Wealth
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Sheila Hennesssey
Senior Investment Associate at Wellington-Altus Private Wealth
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Jennifer Armstrong
Associate Wealth Advisor at Wellington-Altus Private Wealth
Updates
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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
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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
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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
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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
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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
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Enjoy some time together and #Accelerate your relaxation. Wishing everyone a great August long weekend!
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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
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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
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As our firm continues to #Accelerate forward, we are honoured to again be named as one of Canada's Best Managed Companies! Officially marking our firm as a Gold Standard winner, this acknowledgement is a testament to our innovation, adaptability, and growth in 2024. #BestManaged
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