Marko Vujadin

Marko is a Wealth Planner at Wellington-Altus, supporting investment advisors and portfolio managers across Canada with strategic financial planning tailored to the needs of high-net-worth individuals, small business owners, professionals, and retirees.

With a long-standing career in retail and private banking, financial planning, and wealth management, Marko focuses on comprehensive retirement and estate planning, insurance needs analysis, and advanced tax strategies for clients with complex financial structures. He takes an objective approach to every client engagement, ensuring their capital is strategically aligned with their goals and aspirations. By blending detailed quantitative analysis with a thoughtful understanding of personal priorities and decision-making processes, he crafts strategies that minimize trade-offs and optimize outcomes.

Marko is an accredited Financial Planner (PFP) and holds an MBA along with undergraduate degrees in Economics and Psychology. He brings a practical mindset to each engagement, helping clients make informed decisions with clarity and confidence.

Outside of work, Marko enjoys spending time with his family, staying active and traveling to experience new places and cultures.