Snow Forest Mountains


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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.


Our Consultants

Wayne Gillespie

Senior Portfolio Strategist IPC Private Wealth

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Peggy A. Sheppard

Mortgage Agent (Lic.# M08004209), Invis (Lic.# 10801)



Pellegrini Financial has been committed to providing the highest level of integrated financial advice to our clients for over 25 years. We believe in a ‘carry the ball’ approach to dealing with financial issues.

We are uniquely qualified to provide clear and consistent guidance in financial areas. Perry Pellegrini holds a B.Com. degree and designations as a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (CH.F.C.). Ryan Morcom holds a business diploma and designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC). Parker Pellegrini is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA®) charter holder and a Professional Engineer (P.Eng).

We take care in understanding the issues most important in our client’s personal and financial lives, and provide the peace of mind that client’s issues are always addressed with utmost thoroughness.

In today’s complex tax, legal and financial 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 our clients.


Supporting the community


Optimist International (OI) is an outstanding social innovator, passionate about optimism and the support of youth. 

Throughout its 100 years of history, OI has not strayed from helping youth and evolving its service projects to best help youth who are not able to help themselves. From around the world, Optimists share a sense of conviction about promoting optimism and helping youth. 

The Piper Creek Optimist Club is a community club under OI dedicated to raising money to serve Red Deer and area youth where Ryan has served as President, Secretary, Director and Chaired a number of fundraising events and supported programs, being awarded Optimist of the Year and Presidents Choice award along the way.


Junior Achievement is the world’s largest organization dedicated to educating students about work readiness, entrepreneurship and financial literacy through experiential, hands-on programs.

Junior Achievement Southern Alberta, reaches over 30,000 students per year. This is all possible through a partnership between the business community, educators and volunteers who work together to inspire young people to reach their dreams and tap into their potential. Our approach allows volunteers to deliver our curriculum-based programs while sharing their own experiences and knowledge. The value is in the ‘real world’ perspective.

Mission: To inspire and prepare young people to succeed in a global economy.

Vision: Be the partner of choice for business, education and policy makers around the globe seeking to expand youth education and economic development.

Parker has been a career mentor in the World of Choices program and enjoys the interaction and guidance provided for teenagers about to make the first step on their career path.


The Association of Professional Engineers and Geoscientists of Alberta is the self regulatory body for P. Eng. and P. Geo’s in Alberta.  As a Professional Engineer, Parker is still involved in APEGA in Central Alberta, including their annual APEGA Science Olympics. 

The APEGA Science Olympics are interactive, inter-school, engineering and geoscience events for students in Grades 1 to 12 that take learning beyond the classroom. Students are given a series of problem-solving challenges that demonstrate the fun side of engineering and geoscience, and allow students to see first-hand how these fields impact our everyday lives.

Students cover many areas of scientific study, while learning to work and interact within a group. They use their skills and innovative ideas to develop creative solutions to various challenges. All challenges at these events are related to Alberta school curricula, and have been developed by work groups comprising APEGA Professional Engineers and Professional Geoscientists, and local teachers.




Snow Forest Mountains

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Our Location

Pellegrini Financial

4914 - 55th Street
Red Deer, AB T4N 2J4
Business: 403-347-8833
Fax: 800-665-8459
Toll-Free: 1-800-665-8459