We're backed by more than 20 years of experience in international investing with the objective of delivering above-average returns for our private clients.
We understand that every client is unique. And your investment plan should be too. That's why we do not have pre-defined portfolios. We develop a holistic understanding of your investment needs and build a genuinely personalized portfolio.
Most advisors have a familiarity bias towards Canadian equity markets and missed out on opportunities overseas. Our platform allows you to diversify your portfolio into major international markets and take advantage of investment opportunities around the globe.
It is the cornerstone of the work we do. Whether it's saving for retirement or leaving a legacy, our process takes into account tax minimization strategies and invests more efficiently.
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.