Business Details
Your Trusted Partner for Financial Planning in Vancouver
Founded on the principle that financial planning should prioritize individual client needs, Katevatis Wealth Management has dedicated itself to delivering independent, customized solutions since 1996. Our team of licensed professionals specializes in wealth management, estate planning, and investment advisory services, guided by a philosophy of transparency and long-term client relationships. With deep roots in the Vancouver community, we combine local insight with access to national resources through our partnership with Ventum Financial.Our approach emphasizes risk management tailored to each client's unique goals, ensuring financial strategies align with personal values and life stages. Recognizing that true success is measured by client confidence, we focus on simplifying complex financial decisions while maintaining rigorous compliance with industry standards. Our commitment extends beyond individual clients to supporting local initiatives, reflecting our belief that financial stewardship benefits both families and communities.
Services
Wealth Management
Investment Planning
Estate Planning
Insurance Services
Retirement Planning
Highlights and features
- We offer independent financial advice without biased recommendations
- Our customized solutions match individual client needs and risk tolerance
- We combine local community understanding with national market resources
- Our team has over 25 years of combined experience in wealth management
- We maintain rigorous compliance with Canadian financial regulatory standards
Associations and certifications
- CIPF
- IIROC
Services
Wealth Management
Our wealth management services create tailored financial strategies combining investment planning, risk assessment, and long-term growth objectives. We analyze market conditions and personal circumstances to develop diversified portfolios that align with client goals. This service helps clients navigate complex financial decisions while maintaining appropriate risk levels for their unique situations.
Estate Planning
Estate planning services focus on creating secure wealth transfer strategies that protect family assets across generations. We develop customized plans addressing tax efficiency, inheritance distribution, and legal documentation. This service ensures clients' financial legacies are preserved according to their wishes while minimizing potential future complications for beneficiaries.
Investment Planning
Investment planning involves creating personalized portfolio strategies based on individual risk tolerance and financial objectives. We offer access to diverse investment vehicles including mutual funds, ETFs, and alternative investments. Our approach combines market research with client-specific needs to optimize growth potential while maintaining appropriate risk parameters.
Insurance Services
Our insurance services provide comprehensive risk management solutions that protect financial assets against unforeseen circumstances. We offer life insurance, disability coverage, and business protection plans tailored to individual needs. This service integrates with overall financial planning to create balanced security frameworks that support long-term wealth preservation goals.
Retirement Planning
Retirement planning services develop customized strategies for achieving financial independence in later life stages. We analyze current assets, future income needs, and market conditions to create sustainable withdrawal plans. This service addresses tax implications, pension optimization, and lifestyle considerations to ensure clients can maintain their desired standard of living throughout retirement.
People
Peter Katevatis
Investment Advisor
Licensed Investment Advisor since 1996 with expertise in stocks, bonds, and options trading. Specializes in creating customized investment solutions while actively supporting local community initiatives through board memberships and volunteer work.
Emily Muir
Investment Services Assistant
Licensed professional with expertise in trade management and account services. Provides client-focused support to investment advisors while maintaining deep knowledge of financial service operations and client needs.
Warren Persaud
Investment Services Assistant
Over 20 years of experience in financial services with expertise in wealth management and comprehensive financial planning. Specializes in developing tailored solutions for retirement, education funding, and business succession planning.
Questions
What makes Katevatis Wealth Management different from other financial advisors?
We focus exclusively on independent, customized solutions without product bias. Our approach combines local community understanding with access to national market research resources through Ventum Financial.
What investment options are available through your services?
We offer access to diverse investment vehicles including mutual funds, ETFs, fixed income products, alternative investments, and private placements through our partnership with Ventum Capital Markets.
How do you determine appropriate investment strategies for clients?
We conduct comprehensive risk assessments and financial goal analyses to create personalized investment plans that align with each client's unique circumstances and risk tolerance levels.
What estate planning services do you offer?
We provide complete estate planning solutions including wills, trusts, power of attorney documents, and tax-efficient wealth transfer strategies to protect family assets across generations.
How can I schedule a consultation with your team?
You can book a private consultation through our website scheduling tool or contact us directly at 604-673-2801 to discuss your financial planning needs with our advisors.
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Reviews (2)
Manny Singh
May 11, 2021
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I have been dealing with Peter for last 4years or so
I must say! It is very rare to meet someone like Peter who is genuine and helpful! Peter is always willing to go above and beyond!
Peters knowledge about Investing is quite remarkable Peter has been professionally managing wealth for about 30 years or so
A very honest and reliable guy to park some big cash and let the Peter to do the magic watch your investments grow! While you are enjoying beach life
Peter is a guy who will explain you about which area and sector to choose and why and explain you before he invest strategy
I must say! It is very rare to meet someone like Peter who is genuine and helpful! Peter is always willing to go above and beyond!
Peters knowledge about Investing is quite remarkable Peter has been professionally managing wealth for about 30 years or so
A very honest and reliable guy to park some big cash and let the Peter to do the magic watch your investments grow! While you are enjoying beach life
Peter is a guy who will explain you about which area and sector to choose and why and explain you before he invest strategy
Joseph Scorda
Oct 11, 2020
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Peter is a very knowledgable person in his industry and experienced. Ive been a client of his for over 30 years and he is always been very helpful in so many ways great person to be associated with for investments. I would recommend Peter any time for any type of financial investments. He is always available to speak to for any kind of advice. Thank you Peter keep up the good work I appreciate it.
