Consultation Programs

New to Canada Consultation

Fee-Based Financial Planning

The New To Canada consultation program is designed for new immigrants and returning citizens from various countries. The objective of the program is to assist our clients in the determination of tax status and the transfer of assets to Canada in a tax-efficient manner.

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Fee-Based Financial Planning

Many Canadians often missed tax-saving opportunities because of the lack of knowledge or experience in managing their finance. Our Fee-Based Financial Planning program ensures that we act in the best interest of our private clients so that they can get holistic and objective financial advice.

Create Your Own Journey ™

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.