Pegasi Private Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

445 Apple Creek Blvd Suite 122, Markham,...

Phone Number

(289) 648-6718

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
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1

About Pegasi Private Wealth

Pegasi Private Wealth is a discretionary investment management boutique based in Toronto, specializing in wealth management, retirement planning, tax planning, and estate planning. With over 25 years of international investment experience, they offer personalized portfolio management and access to global markets, focusing on disruptive innovations in sectors like artificial intelligence and fintech. Their services are tailored to meet the unique financial goals of private clients, ensuring a high level of service and proactive communication. Pegasi operates on a fee-only basis, aligning their interests with those of their clients.Explore more
Pegasi Private Wealth's Social MediaPopular SearchesPegasi Private WealthAligned Capital Partners IncSIC Code 62,628NAICS Code 52,523Show more

Pegasi Private Wealth Org Chart

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Canada flag for contact location.

Portfolio Manager

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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pegasi Private Wealth

<$5M
11-50
Private
-
-
TT
Tracy TangPortfolio Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
<$5M
11-50
Private
-
2001
JG
James GarcelonPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2006
JL
Jacques LacroixPortfolio Manager & Chief Compliance Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Pegasi Private Wealth Tech Stack

A closer look at the technologies used by Pegasi Private Wealth

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Frequently Asked Questions Regarding Pegasi Private Wealth

What is Pegasi Private Wealth's official website?
Pegasi Private Wealth's official website is www.pegasiprivatewealth.ca
What is Pegasi Private Wealth's Revenue?
Pegasi Private Wealth's revenue is <$5 Million
What is Pegasi Private Wealth's SIC code?
Pegasi Private Wealth's SIC: 62,628
What is Pegasi Private Wealth's NAICS code?
Pegasi Private Wealth's NAICS: 52,523
How many employees does Pegasi Private Wealth have?
Pegasi Private Wealth has 11-50 employees
What industry does Pegasi Private Wealth belong to?
Pegasi Private Wealth is in the industry of: Finance, Securities Trading
What is Pegasi Private Wealth competition?
Pegasi Private Wealth top competitors include: Forstrong Global Asset Management, Saxon Funds Management, Investing Intelligently, Truespect Wealth Management
What technology does Pegasi Private Wealth use?
Some of the popular technologies that Pegasi Private Wealth uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Pegasi Private Wealth?
Pegasi Private Wealth contact info: Phone number: (289) 648-6718 Website: www.pegasiprivatewealth.ca
What does Pegasi Private Wealth do?

Pegasi Private Wealth is a discretionary investment management boutique based in Toronto, specializing in wealth management, retirement planning, tax planning, and estate planning. With over 25 years of international investment experience, they offer personalized portfolio management and access to global markets, focusing on disruptive innovations... in sectors like artificial intelligence and fintech. Their services are tailored to meet the unique financial goals of private clients, ensuring a high level of service and proactive communication. Pegasi operates on a fee-only basis, aligning their interests with those of their clients.Read More

What are Pegasi Private Wealth social media links?
Pegasi Private Wealth Linkedin page Pegasi Private Wealth Facebook page
Is Pegasi Private Wealth a public company?
Pegasi Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Pegasi Private Wealth

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