What does your future look like?

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We are committed to providing the highest level of integrated financial advice for our clients, and have been for over 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: retirement income planning, tax planning, investment management and estate planning.

We serve a diverse group of clients, including: retiring farmers, business owners, affluent seniors and fast track retirees.

In today’s complex tax and legal 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 you.

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Our Team - Simplifying the Complex

Our professional team will connect your world to your money with their combined wealth, estate and tax planning expertise.

 

 

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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr
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estate planning

29 October, 2019

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend
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estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde
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Our Location


Pellegrini Financial

4914 - 55th Street
Red Deer, AB T4N 2J4
Business: 403-347-8833
Fax: 587-273-0035
Toll-Free: 1-800-665-8459
Email: admin@pellegrinifinancial.com