At Pelegris² Wealth Management, we do more than manage assets—we take the time to understand you: your goals, values, and what truly matters most to you. Every financial strategy we create is a collaborative effort, rooted in your unique life’s vision and executed with practical, actionable steps.
While our team brings decades of experience navigating complex markets, it’s your priorities that define the path forward. Here’s what you should expect when you work with us:
Our first step, “Understanding Your Needs,” flips the process back to you. At Pelegris2 Wealth Management, we believe the best financial strategies start with a deep understanding of what you want to achieve. Rather than jumping into recommendations, we begin by listening—listening to your goals, values, and vision.
Whether it’s building retirement security, preserving family wealth, or creating a legacy, we ensure every part of your plan aligns with what matters most to you. This step is about setting a foundation that is truly centered on your priorities—a foundation that guides every decision and strategy we build together.
With a clear understanding of your goals, we move to the next step: strategic planning. Here, we craft a personalized roadmap with both short- and long-term objectives tailored to your unique needs.
This plan is dynamic, evolving as life and markets change, and considers everything from market conditions to tax implications. Retirement planning is a critical focus—not just for the averages, but for the possibility that you might live well beyond them.
By stress-testing your portfolio and accounting for longevity, we design a strategy that provides confidence and security, ensuring you stay on track no matter how life unfolds.
Once we have a tailored plan, we carefully select investment solutions that align with your objectives. Typically, we structure a balanced mix of equity and fixed-income investments to match your risk tolerance and financial goals.
Our fixed-income strategies may include government bonds, treasury bills, certificates of deposit (GICs), and high-quality corporate papers, providing steady income with managed risk. For equity exposure, we combine ETFs from both the TSX and S&P indices, offering diversified access to U.S. and Canadian markets.
Transparency and regular communication are the foundation of a strong financial partnership. Our motto, “empowering you to be the hero of your own life’s story,” reflects our commitment to providing peace of mind through consistent updates, clear communication, and active support. We regularly review your portfolio’s performance, monitor market trends, and adjust for any changes in your circumstances to keep your plan aligned with your goals.
You’ll always know where you stand, with updates that ensure clarity and confidence. We pride ourselves on being accessible and responsive—here to address questions, concerns, or life changes whenever they arise. By fostering trust and collaboration, we help you focus on what truly matters, knowing your financial well-being is in capable hands.
As life and markets change, so should your financial plan. At Pelegris2 Wealth Management, we update your strategy every two years to ensure it remains aligned with your goals and evolving circumstances. These reviews account for changes like career shifts, family growth, or approaching retirement, while our ongoing market monitoring allows us to make timely adjustments.
This proactive approach ensures your plan remains resilient and adaptable, giving you confidence that your financial strategy will grow with you through every chapter of life.
Securing your legacy is a vital part of long-term financial management. Our succession planning process goes beyond conventional estate planning by emphasizing tax-efficient strategies and seamless wealth transfer. We collaborate with you to create a plan that embodies your values—ensuring future generations are provided for while safeguarding your hard-earned wealth.
Our approach considers every aspect of succession, from potential tax implications and legal complexities to family dynamics, ensuring a transition that is as smooth as it is meaningful. Through careful and personalized planning, we help protect and honor your legacy, enabling you to pass on wealth in a way that reflects your vision and supports the people and causes you hold dear.