Company Information

Get to know pelorus transition planning and benefits plus

Founded in 1996, Pelorus Financial Group provides comprehensive, integrated wealth management services. The company's mission is to help clients build and protect their wealth through a coordinated approach that includes financial planning, investment management, risk management (insurance), tax planning, retirement planning, and estate planning. They cater to a diverse clientele, including families, professionals, and business owners, focusing on long-term financial security and life transitions. The firm works in close conjunction with its sister company, Pelorus Benefits, which specializes in group benefits and retirement plans for businesses.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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pelorus transition planning and benefits plus

Canada

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.