Associate Portfolio Manager, Pegasi Private Wealth of ACPI
Director, Pegasi Wealth Advisory
Terry brings you more than 23 years of international experience in the financial services industry. Prior to Pegasi, he had a successful career in a number of top financial institutions in Toronto, Hong Kong, Beijing, and Kuala Lumpur. Terry specializes in international investments and offers the gold standards for client experience and service performance. Over the years, Terry has helped many of his clients achieve their financial goals.
Terry is a Chartered Investment Manager (CIM®) and holds an MBA degree from the University of Iowa - Tippie School of Business.
In partnership with The Maple Couple, we discussed the things you need to know about Canada from the perspective of a newcomer from Hong Kong. Topics include Canada's investment sentiment, taxation, types of investment accounts, tax strategies, and more.
In this webinar, we discussed tax residency, taxation, and the transfer of assets to Canada for immigrants and returning citizens from Hong Kong (Cantonese). CCGi is a leading consulting agency in Hong Kong.
In this webinar, we discussed tax planning and investing in Canada for immigrants and returning citizens from Hong Kong (Cantonese). CCGi is a leading consulting agency in Hong Kong.
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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.