PEGASI

Pegasi Private Wealth of ACPI

@pegasiprivatewealth

Burlington, Ontario
https://pegasiprivatewealth.ca
Investment Management

Overview

About Pegasi Private Wealth of ACPI

Pegasi Private Wealth of ACPI is a private wealth advisory boutique based in Toronto. We operate on a fee-only basis so that our interests are aligned with yours. We specialize in wealth advisory, investment planning, retirement planning, and estate planning. Important Investment Services Disclosure: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI. Our private clients' accounts are protected by the Canadian Investor Protection Fund (CIFP) within specified limits. A brochure describing the nature and limits of coverage is available upon request. Our custodian is CI Investment Service, a wholly owned subsidiary of CI Financial Corp. (TSX: CIX), an independent Canadian company offering global asset management and wealth management advisory services, and one of Canada's largest independent financial institutions. CI Financial is headquartered in Toronto and registered in all provinces and territories of Canada Inc.

Headquarters

Burlington, Ontario

Website

https://pegasiprivatewealth.ca

Company Size

2-10 employees

Industry

Investment Management

Company Type

Privately Held

Founded

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Specialties

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Posts