What does your future look like?

View more

 

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.

video

 

 

Our Team - Simplifying the Complex

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

 

 

banner
video
video
video
video
 

Spotted in the news

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

net worth

6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che
Read More

blog img

4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner
Read More

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important
Read More

Subscribe to Pellegrini Financial Team's E-Wealth Report 

 

 

Snow Forest Mountains

Ask Us a Question

Ask Us a Question

     
*Required fields

  

Our Locations


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