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What truly matters in life? Imagine you had little time left. How would you spend it? Who would you seek out? Most importantly, what would you think about? These are not easy questions. But they give life its meaning.
Over the years, our team has had the great honour of hearing the dreams, goals, and aspirations of those we consider extended family. Now, we want to hear yours. Because your goals matter, and we are committed to supporting you in realising them, step by step.
Money may not buy happiness, but it can lay the groundwork for a life of meaning and purpose. We understand that your financial goals are not the final destination; they are the foundation for the life you want to live. Our team aims to bring you financial confidence and clarity. With over three decades of experience, we’re here to ensure your financial path aligns with your life’s vision.
Our mission is simple: to listen. To offer you peace of mind that your finances serve your aspirations. And to empower you to take the reins of your own story. You are the hero of your life’s story. We are just here to support you.
“We shy away from talking about ourselves because we want to make you the center of our attention. However, because you may be searching for a financial advisor (or simply interested in learning about us), we feel you should know who we are and what matters to us.
I started Pelegris² Wealth Management in 1990. When I first began down this career path, I wanted to help people invest their savings wisely. I still do. But this joy only plays a small part behind why we love our work. So, then, what drives our team? What gets us excited?
Today, I lead a meaningful and purposeful life working to solve my wonderful clients’ most important goals and helping to ease their greatest fears and worries. Throughout the years, we’ve been privileged to witness life in its many stages: the beginning of a new chapter as parents plan for their children, the middle years filled with ambition and growth, and those later years when it’s time to ensure everything is in order. Each phase teaches us the same lesson: that life is fragile. Yet, it is within this fragility that we find purpose; our motivation stems from our small role in our clients’ lives, providing clarity and confidence in times of uncertainty, and helping people face both the joys and the challenges with assurance.
Over the years, my investment approach has evolved. As has my perception of wealth. I’ve learned that financial goals are not just about numbers. Financial goals are about what they represent. Freedom—freedom to pursue your passions, to spoil loved ones, and to explore life’s many offerings; legacy—not just in financial terms, but the lasting impact you create with your children, through charitable giving, or by supporting causes that reflect your values; and honour—respecting the resources entrusted to you by caring for them thoughtfully, fulfilling promises to loved ones, and aligning your financial choices with the values that define you. Working to maintain these tenets shapes everything we do.
Every decision, every conversation, every plan we create reflects this deeper purpose. Because that trust is both humbling and motivating. It drives our team to work harder; to perpetually improve; to take on new clients; and to learn from fresh perspectives. There’s no greater privilege than to hear someone share their most important goals. We just try to ensure that the decisions we make together honours your life’s purpose.”
Peter Pelegris
Founding member, Pelegris² Wealth Management
