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At Canaccord Wealth Management, we put our clients first. That means understanding that you are unique and your financial goals require tailored solutions. That means providing you with services you can rely on from an Advisor you can trust.

Risk management is one of Peter’s keys to a successful investment portfolio. Everyone has different risk tolerances, and Peter and his team can help you make sure you have the right fit. There are no “pre-packaged” plans. Every client will receive a custom financial plan to meet his or her financial needs and goals.

“Risk is a part of ALL investments. How that risk is managed will determine the success of your portfolio.” - Peter Katevatis

 

Testimonials

“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. Peter provided a...
Patrick Walsh
Toronto, ON

Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.

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