Investment Advisor, Pegasi Private Wealth of ACPI
Director, Pegasi Wealth Advisory
Terry brings you more than 21 years of international experience in the financial services industry. Prior to Pegasi, he had a successful career in the field of sales management and business development for various financial institutions in Toronto, Hong Kong, 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.
By registering for the webinar, you are also signing up for our updates, upcoming events, and newsletters. Please contact us if you wish to opt out of the contact list.
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 planning and investing in Canada for immigrants and returning citizens from Hong Kong (Cantonese). CCGi is a leading consulting agency in Hong Kong.
In this webinar, we discussed various investment options in Canada, including stocks, mutual funds, ETFs, and real estate property. The Maple Couple is a successful blogger based in Toronto.
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 the webinar, we discussed the transferring of assets from Hong Kong to Canada, tax planning, and residency. The Maple Couple is a successful blogger based in Toronto.
Copyright © 2021 Pegasi Private Wealth All Rights Reserved. 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.