Ryan Morcom, CIM®, CFP®, EPC

Financial Planner

Ryan brings to us an agricultural background from the family farm in Saskatchewan.

Ryan’s commitment to business development allows him to guide our new clients through the transition from farming to retirement. His willingness to listen and understand client concerns has been the key to helping people identify, solve and address their planning issues and develop well thought out tax and retirement strategies.

As part of the wealth management process, he ensures that all financial issues are carefully reviewed for clients including taxation issues, cash flow analysis, insurance needs, estate planning and investment management.

Ryan is a graduate of Red Deer College with a Diploma in Business Administration, majoring in Accounting. He holds designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC). He has also completed the LLQP licensing requirements for the Alberta Insurance Council.

Outside the office, Ryan remains very active in the community, serving or having served on a number of boards of sport associations, youth associations and service clubs. He continues to coach a number of sports teams that his and Carole’s three kids are continually involved with.

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Parker Pellegrini, CFA^®, CFP^®, P.Eng.

Financial Planner

Parker is engaged in business development and in preparing and evaluating ongoing planning reviews with our clients. His professional approach and passion for helping clients achieve their financial milestones takes into consideration taxation issues, cash flow analysis, insurance needs, estate planning and investment management and makes him a valued member of the Pellegrini Financial team.

Parker brings diverse experience to the team, having graduated from the University of Alberta in Electrical Engineering and earning his P. Eng. He is a Certified Financial Planner and has been awarded the Chartered Financial Analyst designation. Parker currently holds both mutual funds and insurance licenses in Alberta and Saskatchewan.

Parker’s young family keeps him busy. His wife is a Registered Nurse in the operating room at the Red Deer hospital and he has three kids, the oldest just turned four. Parker and his wife both enjoy sports and have travelled extensively around the world. If you’re planning a trip, he’ll be excited to discuss your plans.

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Perry Pellegrini CFA^®, CFP^®, CLU^®, CH.F.C.

Financial Planner

Perry graduated from the University of Saskatchewan in 1981 with a degree in commerce and has spent more than 30 years in areas sensitive to complex tax and legal issues. He has a diverse background including experience in the areas of real estate, investment, corporate structuring and financing; and has participated through ownership and management, in both closely held partnerships and widely held corporations.

Perry coordinates the tax and financial planning activities of the firm and is primarily responsible for the investment and wealth management aspects of our business through our dealer IPC Investment Corporation.

Perry successfully achieved the Chartered Financial Planner designation and is a member of several financial planning organizations, including Advocis, the CFA Institute and the Financial Planning Standards Council. He holds designations as a Certified Financial Planner, Chartered Financial Analyst, Chartered Life Underwriter and Chartered Financial Consultant.

Preston Pellegrini

Associate Advisor

Preston joins the team as an Administrative Assistant, with an initial focus on evolving our client-centered services, to provide more efficiencies in our day-to-day operations and systems. With that extra technical expertise, Preston is helping to ensure the Pellegrini Financial team continues to serve our clients in ways that help them achieve their financial goals and milestones.

Preston brings a unique analytical perspective to the Pellegrini Financial team through a vast background in the oil and gas industry as well as experience within the banking sector. An alumnus of the University of Alberta with a degree in Commerce, Preston is currently working towards becoming a designated Certified Financial Planner.

After living in Calgary for ten years, Preston and his wife Ali are excited to return home to Red Deer with their two children. Outside the office Preston’s studies and young children keep him busy. He enjoys spending time with his family, summer weekends at the cabin, and golfing whenever the opportunity presents itself.

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Jodi Brown

Investment Administrator

Jodi brings to us years of experience from within the banking industry. This experience in customer service and administrative capacities ensures client requests and questions are dealt with in a timely matter. Her professional approach to organizing and tackling tasks serves her well in her role.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients, while ensuring the efficiency and accuracy of all files. She is also involved in preparing ongoing planning reviews.

Jodi’s objective is to ensure a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.

Viola Campbell

Investment Administrator

Viola brings to us years of experience within the financial, manufacturing, bookkeeping and media industries. Working in these industries lends well to Viola’s role here, in ensuring accuracy and attention to detail in her work, working with intermediaries and simply providing a steady hand in the office.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients. She is also involved in preparing ongoing planning reviews.

Viola’s quiet and calm demeanor lends itself well in ensuring a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.