Pegasi Private Wealth

Speaker

Terry Tang, MBA, CIM

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.

Previous Webinars

Things You Need to Know About Investing in Canada (For Hongkongers)

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.

Taxation in Canada (Part 1)

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.

Taxation in Canada (Part 2)

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.

Constantly Evolving ™

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.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). 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 Pegasi Private Wealth of ACPI and are 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 Pegasi Private Wealth of ACPI.

Upcoming Webinar

TBD

To Be Announced

TBD