As a private client of Pegasi Private Wealth of ACPI, you are a mid to long-term investor seeking to fully delegate your investments to a portfolio manager. Eligible accounts include RRSP, RRIF, RESP, TFSA, FHSA, and Non-Registered Account, with an aggregate minimum investment of $150,000 CAD.
Our investment strategy combines a top-down approach with a bottom-up security selection. The selection of securities is based on three pillars; qualities, growth, and value, which involves actively seeking quality companies with a sustainable competitive advantage and strong industry growth trends but undervalued by the market. It is designed to produce consistent above-average returns while accepting fair levels of risk.
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 only a fee-based structure acts in the best interests of our clients.
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).
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.
Aside from investing in base 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 will be determined before investing.
Our custodian is CI Investment Service, a wholly owned subsidiary of CI Financial Corp. (TSX: CIX), an independent Canadian company offering global asset management and wealth management advisory services, and one of Canada's largest independent financial institutions with total assets exceeding $400 billion as of May 31, 2023. CI Financial is headquartered in Toronto and registered in all provinces and territories of Canada Inc.
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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.