Are you about to receive a large sum of money?
Now you need more than just an Investment Advisor, you need a fully qualified Team that can integrate and coordinate your investment decisions with your liquidity and cash flow needs as well as your tax and estate concerns.
Take a closer look at Pellegrini Financial’s approach to fully coordinated Financial and Investment Planning.
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Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.