At Pegasi Private Wealth of ACPI, we help you achieve your financial goals.
We are a wealth advisory boutique based in Toronto that specializes in investments for private clients. We operate on a fee-only basis, so that our interests are aligned with yours. We specialize in wealth advisory, investment planning, retirement planning, tax planning, and estate planning.
We understand that every client is unique. And your investment plan should be too. That is why we provide personalized financial service by developing a holistic understanding of your investment needs to assist you in reaching your goals.
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.
Our custodian is National Bank Independent Network, a division of National Bank Financial Inc. (NBF Inc.).