For over 25 years we’ve been serving Central Alberta providing comprehensive planning. Specializing in Farm Sale and Small Business Sale planning, we work with people at or near retirement. Our process will take you through the transition to financial independence, ensuring all aspects of your financial situation are dealt with and match what’s going on in your world. 

We help our clients by simplifying the complex, letting them spend more time and energy with the people they love, doing the things they’ve always wanted to do!

Tax efficiency, cash flow analysis, income security and estate planning are central to our role in retirement, tying everything together into one cohesive strategy. 

Perry co-founded what is now Pellegrini Financial back in 1992. The focus then was to assist farm and business owners with the complex issues surrounding the transfer of farm/business assets that typically accounted for much of a family’s net worth. Farm and business owners needed a trusted, professional advisor that could assist with wide ranging concerns. The level of intense planning required to transition such a legacy has been our focus ever since. We’ve worked with over 350 farm successions or sales over the years, in addition to business sales, sudden wealth from lotteries, and inheritances. 

Since the beginning, we have held hundreds of Farm/Business Transition seminars as well as Retirement Planning seminars; striving to educate folks on the myriad of financial, tax and legal issues surrounding succession, sale and retirement. 

Many people have no idea where to start or what their issues are. For this reason we offer an opportunity for a truly no cost, no obligation “visit”. It’s a great opportunity to get to know us and what we do, while we evaluate whether we can bring real value to your table.

Pellegrini Financial

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