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Our Tiers
Your financial journey is unique, and your wealth deserves a service model that evolves with you. Our tier system is designed to support you at every stage, from building a strong foundation to accessing the most exclusive private‑wealth opportunities available. Whether you’re beginning your journey with Pegasi Compass, advancing your strategy with Pegasi Elevate, or reaching the pinnacle of private wealth with Pegasi Zenith, you’ll experience thoughtful guidance, exceptional service, and a commitment to your long‑term success.
Pegasi Compass
Pegasi Compass
Pegasi Compass
$150,000 CAD Minimum
Your starting point for guided, professional wealth management.
Clients receive sophisticated support, diversified portfolios, and access to advisory expertise designed to build confidence and momentum.
Pegasi Elevate
Pegasi Compass
Pegasi Compass
$500,000 CAD Minimum
A premium wealth experience for households seeking deeper planning, enhanced service, and broader investment opportunities.
Clients benefit from personalized guidance, advanced financial planning, priority access, and client events.
Pegasi Zenith
Pegasi Compass
Pegasi Zenith
$1 Million CAD Minimum Household
The pinnacle of our private‑wealth offering, reserved for households with $1 million CAD or more in assets under management.
Clients gain exclusive access to private equity, bespoke retirement and estate planning, exclusive events, and priority access.
Tiers Overview
$150,000 CAD Minimum
Pegasi Compass is designed for clients beginning to build meaningful wealth and seeking a clear, professional path forward. This tier provides the essential tools, structure, and support to help you move confidently toward your long‑term goals.
Your experience includes:
• Professionally managed diversified portfolios
• Full spectrum of investment offerings
• Access to international markets
• Tax‑efficient portfolio construction
• Access to our advisory team
• Annual financial check‑ins and portfolio reviews
• Standard reporting and digital dashboard
• Foundational tax‑efficient strategies
• Invitations to selected private client events
Pegasi Compass sets the direction — your journey starts here.
$500,000 CAD Minimum
Pegasi Elevate is built for clients who have established a strong financial foundation and are ready to take the next step. This tier offers deeper planning, enhanced service, and access to a broader universe of investment opportunities.
Your experience includes everything from Pegasi Compass plus:
• Dedicated advisor relationship
• Comprehensive financial planning
• Access to selected alternative investments
• Priority service and faster turnaround
• Multi‑currency solutions (TBA)
• Reduced investment fees
• Invitations to premium events and portfolio manager sessions
Pegasi Elevate reflects your growing momentum — your wealth is moving forward with intention.
$1 Million CAD Minimum Household
Pegasi Zenith represents the highest level of our private‑wealth experience. Reserved for households with $1 million CAD or more in assets, this tier offers exclusive access to institutional‑grade opportunities and a bespoke advisory relationship.
Your experience includes everything from Pegasi Elevate plus:
• Exclusive access to private equity and advanced alternatives
• Dedicated senior advisor or advisory team
• Full financial, tax, estate, and intergenerational planning
• Multi‑currency solutions (TBA)
• Preferential investment fees
• Invitations to Pegasi Zenith‑only events and appreciation experiences
Pegasi Zenith is where your wealth reaches its highest potential.
Constantly Evolving ™
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Disclaimer: While every effort is made to ensure the timeliness and accuracy of the information available on this site, Pegasi Private Wealth of ACPI assumes no liability or responsibility for the completeness, accuracy, or usefulness of any of the Information.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Pegasi Private Wealth of ACPI and are covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from Pegasi Private Wealth of ACPI.