Milos joins Wellington-Altus as a Senior Portfolio Manager with over two decades of experience in the financial services industry. As an accredited Portfolio Manager with the Pejovic & Associates Private Wealth Management Group at Wellington-Altus, he helps individual high-net-worth investors and corporations achieve their wealth management goals with a high degree of security.
Throughout his career, Milos has built lasting relationships with clients and their family members. Some of the kindest compliments he’s received from his clients have been how well he connects with them on a personal and professional level. The greatest compliment has been receiving referrals, as it shows appreciation of how well he takes care of his clients and manages their money.
Milos is proud of his team’s depth and experience. They are proud to offer a range of wealth management services such as financial planning, retirement planning, charitable giving, and insurance.
Milos is a graduate of the University of Jamestown located in Jamestown, North Dakota, and holds a Bachelor of Arts Degree. He has obtained several industry designations, including the Chartered Investment Manager (CIMR) and Financial Management Advisor (FMA). In addition, Milos earned a fellowship in the Canadian Securities Institute (FSCI) – the pinnacle financial services credential and the highest honour in Canadian financial services.
An accomplished athlete, Milos played college football at the University of Jamestown. He was a four-year starter, captain of the football team, and was named first-team all-conference team in 1996. He played for both the Saskatchewan and Edmonton football teams in the CFL for parts of the 1998-1999 seasons. A volunteer football coach with an ongoing interest in health and fitness, Milos is also fluent in English and Serbo-Croatian.
He is married to his wife Ola and is the proud father of three daughters – Ana, Kalina, and Amelia.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.