Welcome to Old World Financial Advisors Inc. !
Our mission is to serve all our customers with honesty, integrity and competence.
Born and raised with "Old World" European roots, shaped by discipline and respect for tradition, I carry forward values deeply rooted in responsibility and stewardship. That heritage instilled an early understanding that financial decisions are not transactional — they are generational. Wealth is not just accumulated; it is built carefully, protected thoughtfully, and passed on with intention.
At the same time, my life and career in the United States reflect a deep appreciation for "New World" American opportunity — the belief that through hard work, integrity, curiousity, innovation and genuine empathy, individuals can shape their own destiny.
As a seasoned, experienced independent Mortgage Broker, I understand lending from the inside and out — underwriting standards, capital markets, risk management, and loan structuring. I strongly believe that a mortgage is not just a rate; it is a strategic liability that must align with income, liquidity, and long-term goals.
As a knowledgeable, experienced independent Registered Investment Advisor, I look beyond the loan itself — integrating investments, tax considerations, retirement planning, cash flow management and overall weatlh management opportunities. This combination allows me to advise clients holistically:
VERY FEW MORTGAGE OR INVESTMENT ADVISING PROFESSIONALS UNDERSTAND BOTH SIDES OF THE BALANCE SHEET WITH EQUAL DEPTH AND KNOW HOW EXPERTISE.
The result is a unmatched professional philosophy grounded in:
I welcome the opportunity to learn more about your financial goals, priorities, and long-term plans.
Rajko Novakovich
Principal Advisor / President and CEO