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.

money

6 February, 2019

Money Dates 2019

Stay organized and on top of filing your tax returns. This infographic highlights important deadlines and benefit payment dates to add to your calendar.
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rrsp

30 January, 2019

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.
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16 January, 2019

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
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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