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 25 years. We believe in a “carry the ball” approach to dealing with financial issues. Perry Pellegrini, Ryan Morcom, Parker Pellegrini 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), 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). Parker Pellegrini is a Professional Engineer (P. Eng.) and currently a Chartered Financial Analyst (CFA) Charter candidate.
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.
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.
In order to develop money saving strategies it is important to have clear understanding of the sale structure you are considering. It also is important to examine how tax will impact the transaction as planned. Which assets are generating the tax cost and what types of tax is being paid?
We believe there are alternative ways to approaching sale transactions. We look to uncover all of these opportunities and explore the appropriateness of the options.What are the costs versus the benefits to you? Ultimately we are looking to find the sale approach that minimizes taxes and puts the most money in your pocket.
Discuss with Realtor / Buyer
Often, in order to structure the best deal for you, it takes someone to explain the concepts and structure to the realtor and/or your buyer. The strategies we consider are designed to improve your position. We make sure everyone knows that minimizing taxes is an integral part of an effective sale strategy.
Discuss with Accountant / Lawyer
We do not implement planning strategies. If our recommendations require tax or legal work we will coordinate these with your existing advisors.