As a private client of Pegasi Private Wealth of ACPI, you are a mid to long-term investor seeking professional help to manage your portfolio. Eligible accounts include RRSP, RRIF, RESP, TFSA, and Non-Registered Account, with an aggregate minimum investment of $100,000 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 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 the 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 the Canadian Stock Exchange (TSX: NA). National Bank Independent Network is also a 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.
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