Investment Management - Markham, Ontario, Canada
Pegasi Private Wealth of ACPI is a private wealth advisory boutique based in Toronto. We operate on a fee-only basis so that our interests are aligned with yours. We specialize in wealth advisory, investment planning, retirement planning, and estate planning.Important Investment Services Disclosure: Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and Investment Industry Regulatory Organization of Canada ("IIROC"). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Pegasi Private Wealth of ACPI and covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from ACPI/Pegasi Private Wealth of ACPI.Our private clients' accounts are protected by the Canadian Investor Protection Fund (CIFP) within specified limits. A brochure describing the nature and limits of coverage is available upon request.Our custodian is National Bank Independent Network, a division of National Bank Financial Inc. (NBF Inc.).
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