Pellegrini Financial

Pellegrini Financial Plan for a secure future with Pellegrini Financial. Located in Red Deer, we offer financial planning that encompasses all aspects of your financial world.

06/26/2026

A smaller gift at the right time may help more than a larger inheritance decades from now.

Just make sure generosity does not put your own retirement at risk.

▶ Link to the full video is in the comments.

What if the inheritance you plan to leave your kids arrives 20 or 30 years too late?🎥 In our latest video, Preston talks...
06/26/2026

What if the inheritance you plan to leave your kids arrives 20 or 30 years too late?

🎥 In our latest video, Preston talks about giving with a warm hand instead of a cold one, and why helping during your lifetime can sometimes make a bigger impact. But as with all financial decisions, there are big considerations to ensure your retirement is not impacted.

▶ Video to the video is in the comments.

06/18/2026

Retirement tax planning is not just about how much money comes in. It is about where that income lands.

▶ Watch the full video on YouTube

Retirement income is not just about how much you have saved. It is also about how that income shows up on your tax retur...
06/11/2026

Retirement income is not just about how much you have saved. It is also about how that income shows up on your tax return.

🎥 In our newest video, we look at why two retired couples with similar household income can end up paying very different amounts of tax.

▶️Watch it on YouTube, link in the comments.

06/11/2026

Retirement tax planning is not just about how much money comes in. It is about where that income lands.

▶ Watch as Preston steps through the fundamental shift that is needed in order to keep more in your pocket after age 65!

Not all million dollar accounts are equal.A $1,000,000 statement can look impressive, but the account that money sits in...
05/28/2026

Not all million dollar accounts are equal.

A $1,000,000 statement can look impressive, but the account that money sits in matters more than many people realize.

🎥 In our newest video, we walk you through why $1,000,000 in an RRSP, a non-registered account, or a corporation can lead to very different after-tax outcomes.

▶️Watch it on YouTube, link in the comments.

05/28/2026

Purely focusing on the amount reported on your statements can set you up for quite a shock when you go to withdraw the money.

▶ Watch as Preston steps through how some common account types react to large withdrawals and what the tax impact may be.

05/21/2026

Overcontribution in a TFSA is one of the biggest mistakes you can make!

▶ Watch as Preston dives in to why Revenue Canada is quick to crack down on it.

05/18/2026

Let's explore what actually makes the TFSA so incredible.

▶ Link the video is in the comments.

Your TFSA can be one of the most powerful accounts you have, but only if you use it well. 🎥 In our latest video we walk ...
05/14/2026

Your TFSA can be one of the most powerful accounts you have, but only if you use it well.

🎥 In our latest video we walk through why leaving your TFSA sitting in cash could cost you more than you realize.

▶️Watch it on YouTube, link in the comments.

Address

4914 55 Street
Red Deer, AB
T4N2J4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14033478833

Website

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