Who is a private client?
As a private client of Pegasi Private Wealth of ACPI, you are a mid to long term investor that places your trust and confident in an investment professional to manage your investments so that you can sit back and relax. Eligible accounts include RRSP, RRIF, RESP, TFSA, and Non-Registered Account, with an aggregate minimum investment of $100,000 CAD. To assist you in reaching your financial goals, you are required to meet with your investment advisor regularly to review your investment needs and personalized investment portfolio.
Do we provide retirement and estate planning advice?
Planning for your retirement and estate are the cornerstone of the work we do. We understand that a successful investment plan has to take into account any potential tax and legal implications to ensure your investment objectives can be achieved. When the circumstances demand it, with the consent of our private client we work with a network of professionals each in their own area of expertise such as accountants, lawyers, and insurance specialists.
Why invest with US?
Three simple client value propositions: Personalized quality investing, taking advantage of the international markets, and delivered in world-class client experience. Our investment strategy is not for everyone. And that is why evaluating your suitability is important.
How is fee charged?
We operate on a fee-only basis that is based on the size of your asset, so that your interest as a private client is aligned with ours. We are not motivated by commission, and we believe fee-based investment advisory acts in the clients’ best interests.
What is our investment strategy?
Our investment strategy combines top-down approach with bottom-up security selection. The selection of securities uses a value-based approach, which involves in actively seeking for well-run companies that are undervalued by the market. It is designed to produce sustainable above average return while accepting fair levels of risk.
Who is the investment dealer?
We operate with Aligned Capital Partners Inc. (ACPI) as our investment dealer. Aligned Capital Partners Inc. (ACPI) is a member of the Investment Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
Who is the custodian?
Our custodian is National Bank Independent Network, a division of National Bank Financial Inc. (NBF Inc.). Committed to independent firms for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers, introducing brokers and investment fund managers. National Bank Independent Network proudly serves over 400 firms from coast to coast and is backed by the strength of National Bank of Canada (NBC).
National Bank Independent Network is a division of National Bank Financial Inc. (NBF Inc.), which is an indirect, wholly owned subsidiary of NBC, a public company listed on Canadian Stock exchanges (TSX: NA). National Bank Independent Network is also registered trademark of NBC used under license by NBF Inc. NBF Inc. is a member of the Canadian Investor Protection Fund (CIPF) as well as the Investment Industry Regulatory Organization of Canada (IIROC), which is the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.
Is my investment protected under 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.
Is foreign currency risk involved?
Aside from investing in reference currency, which is CAD, foreign currencies may also be invested including but not limited to USD, EUR, GBP, JPY, AUD, HKD, SGD, and as such currency risk may be involved. Your suitability for these foreign currencies is determined before investing.