18 February, 2020 Financial Planning

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs....

07 February, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

22 January, 2020 Financial Planning

Money Facts 2020

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

20 November, 2019 Retirement

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 contributions....

29 October, 2019 Special Reports and Newsletters

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 to leave them. ...

25 September, 2019 Estate planning

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 understand....

02 April, 2019 Special Reports and Newsletters Wealth Management

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....

20 March, 2019 Financial Planning Special Reports and Newsletters

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights....

30 January, 2019 Special Reports and Newsletters

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....

16 January, 2019 Financial Planning Investment Services

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 owners are not succeeding when it comes to succession planning....


Click below to listen to our recent conference calls with Pellegrini Financial Team. 

Up, Up and what's NextFebruary 2018

Up, Up and what's Next?  ...click here to listen!


3rd Quarter Conference Call – Markets are Focused.....Are you?November 2017

Markets are Focused.....Are you? ...click here to listen!

1st Quarter Conference Call - A New Year. A New Outlook

August 2017

Central Banks Are Feeling Good. ...click here to listen!

1st Quarter Conference Call - A New Year. A New Outlook

May 2017

Markets Sustainable or Susceptible? ...click here to listen!