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.