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.

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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money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.
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wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.
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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