Discretionary portfolio management
Book an appointment and find out how we can help you meet your investment goals.
Discretionary portfolio management
Book an appointment and find out how we can help you meet your investment goals.
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Perspectives
About Us
Fee-Based Advantage
We are a discretionary investment management boutique based in Toronto and backed by more than 22 years of international experience in investing. We operate on a fee-only basis so that our interests are aligned with yours. We specialize in wealth management, retirement planning, tax planning, and estate planning.
Protected by CIPF
Customers' accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Our Custodian
Our custodian is National Bank Independent Network, a division of National Bank Financial Inc. (NBF Inc.).
Our Advantages
Discretionary Portfolio Management
Discretionary Portfolio Management
Discretionary Portfolio Management
Your portfolio is fully delegated to a Portfolio Manager so you can save yourself the hassles. A Portfolio Manager has met rigorous investment management education and experience and is licensed to provide discretionary investment management.
Personalized Portfolio
Discretionary Portfolio Management
Discretionary Portfolio Management
We understand that every client is unique. And your investment plan should be too. That's why we do not have pre-defined portfolios. We develop a holistic understanding of your investment needs and build a genuinely personalized portfolio.
Tap into International Markets
Invest in Disruptive Innovations
Invest in Disruptive Innovations
Most advisors have a familiarity bias towards Canadian equity markets and missed out on opportunities overseas. Our platform allows you to diversify your portfolio into major international markets and take advantage of investment opportunities around the globe.
Invest in Disruptive Innovations
Invest in Disruptive Innovations
Invest in Disruptive Innovations
Disruptive innovation, whether it's enabling technology or an innovative business model, is the future of growth. We invest extensively in sectors like artificial intelligence, cloud computing, fintech, and genomics.
Trusted by Private Clients
Karen Chan
Karen Chan
Karen Chan
Director, HR of a Canadian Wellness Company
"Terry takes the time to get to know my financial goals and makes a complicated process easy to understand. I can’t say enough about the excellent counsel and in-depth knowledge I receive from Pegasi Private Wealth. I’ve been able to achieve more than I expected financially with Terry’s worldwide perspective, ability to provide insight into the market, and financial planning expertise and guidance.
Without reservation, I have enthusiastically recommended his services to several of my family and friends. There is a genuine concern for my financial and wealth needs, his careful and thoughtful approach is what impresses me the most. His quality of service is above and beyond and personalized to my own financial goals. Thank you Terry and his team at Pegasi Wealth!"
Ed Kwong
Karen Chan
Karen Chan
Actuary, Health & Benefits
"Terry’s professionalism and industry knowledge blow me away! He goes above and beyond and puts his clients first is a testament to his passion and determination to go that extra mile for me. He provides regular market updates and investment guidance and has exceeded my expectations on the performance of my investments.
I’m in great hands with Terry and I recommend him to anyone looking for a passionate advisor that is truly dedicated to his clients."
Brian Wong
Karen Chan
Brian Wong
Retired Professor
"I have been a client of Pegasi Private Wealth of ACPI since September 2018. Terry Tang, my Investment Advisor whom I have known and trusted for many years, has a wealth of knowledge of the global markets.
Terry has provided exemplary service to me. He is quick to respond to my queries and manages my account expertly. My portfolio has posted a healthy gain. I highly recommend Terry Tang as an investment advisor to serve your needs."
Create Your Own Journey ™
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Disclaimer: While every effort is made to ensure the timeliness and accuracy of the information available on this site, Pegasi Private Wealth of ACPI assumes no liability or responsibility for the completeness, accuracy, or usefulness of any of the Information.
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.