Your life has a geography. Where you're from, where you're going, where you aspire to be. By asking our clients, "Where will your investments take you?" we are able to customize our services to help successful individuals and families like yours reach their life goals. We can also help our clients define their goals which become increasingly important during uncertain times.
Customized personal service is the key to providing my clients with a financial plan they are comfortable with. At Katevatis Wealth Management we listen to your story, get to know you personally, and focus on learning as much as we can about your life goals and financial objectives before plotting out a roadmap to financial success.
Customized personal service is the key to providing my clients with a financial plan they are comfortable with. At Katevatis Wealth Management we listen to your story, get to know you personally, and focus on learning as much as we can about your life goals and financial objectives before plotting out a roadmap to financial success.
Services
Team
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Since 1996, Peter has been helping clients navigate the world of investments and guiding them through both opportunities and pitfalls with one goal in mind: to help them make money.
Whether you are looking for a managed portfolio, where you can relax and enjoy life knowing Peter and his team are looking after the day to day management of your investments on your behalf, or you are a "hands-on" investor who has worked with Peter to create a custom portfolio, you will receive the same high level of personalized service.
Whether you are looking for a managed portfolio, where you can relax and enjoy life knowing Peter and his team are looking after the day to day management of your investments on your behalf, or you are a "hands-on" investor who has worked with Peter to create a custom portfolio, you will receive the same high level of personalized service.
Why Choose Us
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There are many different advisors at many different firms, so here is a list of items that make us unique. Led by Peter, who has been a licensed full service advisor since 1996, you can be assured that we will be here to help you now and in the future. Our team has been through many cycles of the economy and life; you can always depend on our help to meet your goals.
Our Values
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Canaccord Genuity Wealth Management Investment Advisors are driven by core company values and recognize that building lasting relationships is key to delivering results to our clients and community. How we interact with each other is critical to our culture.
As a global investment bank, we differentiate ourselves every day by providing a truly global perspective, which by its very nature is a product of extensive collaboration and cooperation across borders and business units.As partners, we share good ideas and best practices; provide introductions and assistance and treat each other with dignity and respect.
As a global investment bank, we differentiate ourselves every day by providing a truly global perspective, which by its very nature is a product of extensive collaboration and cooperation across borders and business units.As partners, we share good ideas and best practices; provide introductions and assistance and treat each other with dignity and respect.
Testimonials
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If you're not in touch with Peter you should be. I went to a Financial Planner at a bank and they were only interested in selling me their bank products - with Peter he took the time to understand my situation with real advice before anything else. I am an entrepreneur just over 30 and I really needed someone who I could trust to balance the aggressive growth I wanted from my RRSP with an acceptable level of risk.
Our Company History
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Through its principal subsidiaries, the Company is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships.
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