Mission

Pegasus Mandate is to assist our clients in all areas of financial planning and risk management.

By providing up to date information, services, and products that contribute toward our clients financial wellbeing.

As independent brokers we thoroughly research the constantly changing market place and custom fit the correct product or services at competitive costs guaranteed.

Products and Services

Insurance products

Life, Critical Illness, Disability, Health & Dental plans

Investment Products

Guaranteed investment certificates 1-20yr, Segregated Funds, Mutual Funds by PEAK Investment Services Inc., Tax sheltered plans, R.R.S.P's. All other products are sold through various contractual agreement with Insurance Providers.Income

Products

Registered Retirement Income Funds (R.R.I.F's), Annuities, Income Trust Funds, Pension Individual or company plans, Deferred profit sharing, Retirement Compensation Arrangements,

Employee Programs

Drug and dental plans, Out of province plans, Short term and long term disability plans, Group Critical Illness, Group R.R.S.P.'s,

Charitable Giving Programs

Charitable Trusts, Life Insured Donations, Charitable Annuities, Planned Giving.

Estate Planning

Tax efficiency programs, Wills, Trusts, Executor services, Integrated planning service