Pellegrini Financial

4914 - 55 Street
Red Deer, AB T4N 2J4
Ph. (403)347-8833 • Fax (403)340-3779
Toll Free 1-800-665-8459

In today’s complex tax, legal and financial world, it is important for you to have an advisor, who is able to coordinate these areas, provide clear and consistent guidance and ensure your future is everything you want it to be.

Pellegrini Financial has been committed to providing the highest level of integrated financial advice to our clients for nearly 20 years. We believe in a “carry the ball” approach to dealing with financial issues. Perry Pellegrini, Ryan Morcom and Our Team provide an experienced approach to comprehensive financial planning, including: income planning, tax planning, investment management and estate planning.

We are uniquely qualified to provide clear and consistent guidance in financial areas. Perry Pellegrini holds designations as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Professional Consultant on Aging (CPCA), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C.). Ryan Morcom, holds a business diploma and designations as a Certified Financial Planner (CFP) and Elder Planning Counselor (EPC).

We take care in understanding the issues most important in our client’s personal and financial lives, and provide the peace of mind that client’s issues are always addressed with utmost thoroughness.

Pellegrini Financial focuses on 4 key areas:

First, Sudden Wealth Planning, to ensure a sound plan is in place when financial assets surge due to asset sale, inheritance, severance package, etc.
Second, Retirement Income Planning, to ensure client’s financial resources can meet the cash flow needs over time.
Third, Tax Efficient Investing, to maximize returns over time, and reduce the burden of tax.
Fourth, Estate Planning, so clients can pass on what they have, to whom they want, the way they want.

Our Team serves a diverse group of clients, including: retiring farmers, business owners, affluent seniors and fast track retirees.

In today’s complex tax, legal and financial world, it is important that YOUR team has someone you can go to. Our success comes down to our absolute commitment of being the “go to” resource for our clients.