Ryan Morcom, CIM®, CFP®, EPC

Financial Planner

Ryan is our lead Agriculture specialist, guiding our new clients through the transition from farming to retirement. His background growing up on the family farm in Saskatchewan has been the key to helping people identify, solve and address their planning issues as they develop well thought out tax and retirement strategies.

His willingness to listen and understand client concerns allows him to navigate their financial issues while carefully reviewing taxation issues, cash flow analysis, insurance needs, estate planning and investment management for clients.

Ryan is a graduate of Red Deer College with a Diploma in Business Administration, majoring in Accounting. He holds designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC).

Outside the office, Ryan remains very active in the community, serving or having served on a number of boards of sport associations, youth associations and service clubs. He continues to coach a number of sports teams that his and Carole’s three kids are continually involved with.

Connect with Ryan on LinkedIn

Parker Pellegrini, CFP^®, CFA^®, P.Eng.

Financial Planner

Parker is our lead Portfolio Manager and Insurance specialist engaged in preparing and evaluating ongoing planning reviews with our clients. His professional approach and passion for helping clients achieve their financial milestones takes into consideration taxation issues, cash flow analysis, insurance needs, estate planning and investment management and makes him a valued member of the Pellegrini Financial team.

Parker brings diverse experience to the team, having graduated from the University of Alberta in Electrical Engineering and earning his P. Eng. He is a Certified Financial Planner and has been awarded the Chartered Financial Analyst. Parker currently holds both Portfolio Manager and insurance licenses in British Columbia, Alberta and Saskatchewan.

Parker’s young family keeps him busy. His wife is a Registered Nurse in the operating room at the Red Deer hospital and he has three kids, the oldest just turned nine. Parker and his wife both enjoy sports and have travelled extensively around the world. If you’re planning a trip, he’ll be excited to discuss your plans.

Connect with Parker on LinkedIn

Preston Pellegrini

Associate

Preston is our lead retirement specialist focused on business optimization and marketing as an Associate Advisor. Ensuring clients’ entire financial world are understood and incorporated into financial plans that are based on thoughtful tax and retirement strategies makes Preston a valued member of Pellegrini Financial.

Preston brings a unique analytical perspective to the Pellegrini Financial team through a vast background in the oil and gas industry as well as experience within the banking sector. An alumnus of the University of Alberta with a degree in Commerce, Preston is currently working towards becoming a Certified Financial Planner.

After living in Calgary for ten years, Preston and his wife Ali were excited to return home to Red Deer with their three children. Outside the office, Preston’s studies and young children keep him busy. He enjoys spending time with his family, summer weekends at the cabin, and golfing whenever the opportunity presents itself.

Connect with Preston on LinkedIn

Perry Pellegrini

Co-founder

Perry is the seasoned visionary behind Pellegrini Financial and while no longer engaged in the day-to-day planning activities, Perry remains an integral part of our team. Bringing decades of expertise and wisdom to the table, a wealth of experience related to corporate planning for farming families and retirees, he’s made an indelible mark on our firm's culture of excellence and our client-centric approach. His legacy will be the values of trust, integrity, and professionalism that continue to guide every aspect of our business.

Perry still enjoys his visits and chats with long time clients while leaving the more administrative and planning elements to our valued team of advisors and staff.

Outside of the business, Perry enjoys spending time in Red Deer with his wife Lori and their 13 grandkids during the summer and enjoys his warm winters in Palm Springs where you can find him active on a golf course!

Jodi Brown

Investment Administrator

Jodi brings to us years of experience from within the banking industry. This experience in customer service and administrative capacities ensures client requests and questions are dealt with in a timely matter. Her professional approach to organizing and tackling tasks serves her well in her role.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients, while ensuring the efficiency and accuracy of all files. She is also involved in preparing ongoing planning reviews.

Jodi's objective is to ensure a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.

Viola Campbell

Investment Administrator

Viola brings to us years of experience within the financial, manufacturing, bookkeeping and media industries. Working in these industries lends well to Viola's role here, in ensuring accuracy and attention to detail in her work, working with intermediaries and simply providing a steady hand in the office.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients. She is also involved in preparing ongoing planning reviews.

Viola's quiet and calm demeanor lends itself well in ensuring a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.

Our Consultants

Wayne Gillespie

Senior Portfolio Strategist IPC Private Wealth

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Peggy A. Sheppard

Mortgage Agent (Lic.# M08004209), Invis (Lic.# 10801)

AMP, EPC

Pellegrini Financial has been committed to providing the highest level of integrated financial advice to our clients for over 30 years. We believe in a ‘carry the ball’ approach to dealing with financial issues.

We are uniquely qualified to provide clear and consistent guidance in financial areas. Ryan Morcom holds a business diploma and designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC). Parker Pellegrini is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA®) charter holder and a Professional Engineer (P.Eng).

We take care in understanding the issues most important in our client's personal and financial lives and provide the peace of mind that client’s issues are always addressed with utmost thoroughness.

In today's complex tax, legal and financial world, it is important that YOUR team has someone you can go to. Our success comes down to our absolute commitment of being the 'go to' resource for our clients.

Supporting the community

Optimist International (OI) is an outstanding social innovator, passionate about optimism and the support of youth.

Throughout its 100 years of history, OI has not strayed from helping youth and evolving its service projects to best help youth who are not able to help themselves. From around the world, Optimists share a sense of conviction about promoting optimism and helping youth.

The Piper Creek Optimist Club is a community club under OI dedicated to raising money to serve Red Deer and area youth where Ryan has served as President, Secretary, Director and Chaired a number of fundraising events and supported programs, being awarded Optimist of the Year and Presidents Choice award along the way.

Junior Achievement is the world’s largest organization dedicated to educating students about work readiness, entrepreneurship and financial literacy through experiential, hands-on programs.

Junior Achievement Southern Alberta, reaches over 30,000 students per year. This is all possible through a partnership between the business community, educators and volunteers who work together to inspire young people to reach their dreams and tap into their potential. Our approach allows volunteers to deliver our curriculum-based programs while sharing their own experiences and knowledge. The value is in the ‘real world’ perspective.

Mission: To inspire and prepare young people to succeed in a global economy.

Vision: Be the partner of choice for business, education and policy makers around the globe seeking to expand youth education and economic development.

Parker has been a career mentor in the World of Choices program and enjoys the interaction and guidance provided for teenagers about to make the first step on their career path.

The Association of Professional Engineers and Geoscientists of Alberta is the self regulatory body for P. Eng. and P. Geo’s in Alberta. As a Professional Engineer, Parker is still involved in APEGA in Central Alberta, including their annual APEGA Science Olympics.

The APEGA Science Olympics are interactive, inter-school, engineering and geoscience events for students in Grades 1 to 12 that take learning beyond the classroom. Students are given a series of problem-solving challenges that demonstrate the fun side of engineering and geoscience, and allow students to see first-hand how these fields impact our everyday lives.

Students cover many areas of scientific study, while learning to work and interact within a group. They use their skills and innovative ideas to develop creative solutions to various challenges. All challenges at these events are related to Alberta school curricula, and have been developed by work groups comprising APEGA Professional Engineers and Professional Geoscientists, and local teachers.

Ask Us a Question

We'd love to hear from you!

*Required fields

Our Team

Our Team - Simplifying the Complex

Our professional team will connect your world to your money with their combined wealth, estate and tax planning expertise.

Ryan Morcom, CIM®, CFP®, EPC

Parker Pellegrini, CFP^®, CFA^®, P.Eng.

Preston Pellegrini

Perry Pellegrini

Jodi Brown