My wife, Evelyn, and I are the proud parents of 7-year-old triplets and a 2-year-old toddler. As you can imagine, our household is loud and hectic, and I wouldn't have it any other way. We are always on the go, attending soccer games and kickboxing and dance lessons. Despite that, we still find time to catch half-price movies each week.
One of my biggest passions in life is soccer. I played professionally and still play for fun today. I also love spending time outdoors, exploring the parks of Ontario. My family loves to go camping and fishing.
As a professional athlete, I realized that many people (including my teammates) have limited knowledge of investing and often don't realize the value of planning financially for the future. While completing an internship for a financial services firm, I learned that client assets were often under-utilized and there sometimes was a gap between a client's tolerance for risk and his or her portfolio's risk.
These two things led me to become a financial advisor. I enjoy a difference in the lives of others by helping them prepare for the future, and I chose to work for Edward Jones because they always put the interests of their clients first.
When I work with investors, I focus on their goals and what's important to them. I start by getting to know them, what they value, what their short-term financial needs are, and what they want to achieve in life. Armed with that knowledge, I can offer a financial strategy tailored to help them get where they want to be long term. We then continue to work together to ensure they remain on track.
When you visit our office in Northern Mississauga, the first person you'll meet is my branch office administrator, Jennifer Rutherford. She is warm, welcoming and excels at providing superior client service while making our clients understand just how valued they are.
I would welcome an opportunity to further explain how I can help you prepare for the future. Please drop or give me a call.
My Personal Interests
Office Address7145 West Credit Ave.
Bldg 2, Suite 105
Mississauga, ON L5N 6J7 opens in a new window
Phone NumberMilos Kocic at (905) 542-8653
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 06:00PM|
|Fri||09:00AM - 06:00PM|
|Sat||By Appointment Only|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More