We take the complex and make it simple.
Our core philosophy is to provide independent financial advice to our clients in a manner that provides a solution they can feel confident about. You are unique and your financial solutions should match your needs.
We work with each client to determine a disciplined strategy based on independent financial advice best practices, your preferences and circumstances. Our investment plans are based on our client's goals, current market conditions and the client's tolerance for risk.
We are from the community. Our clients are from our community. We focus on services that benefit our community. We specialize in helping real people make smarter decisions with their money.
We are here to empower your possible.
What We Do
Wealth Management
Wealth Management is a comprehensive process to ensure your financial plan matches your specific needs. Our team is here to create comfort throughout the process.
Wealth Creation
Wealth Creation is about taking risks you are comfortable with. Venture capital and growth can be a lot of fun if managed properly.
Real Planning for Real People
Real Planning is about finding solutions for your family's needs. We have diverse experience with many different situations and enjoy helping real people.
Expertise & Experience Matters
Our Vancouver-based wealth management team is part of the venerable independent Canadian-owned and operated Echelon Wealth Partners firm. We are client-focused, providing complex investment services in an easy-to-understand format to our community of investors.
Peter Katevatis
has been a licensed Investment Advisor since 1996. His depth of experience and care for his clients is evident in everything he does. With experience in trading stocks, bonds, ETFs, mutual funds and options he can create a custom solution to meet all your financial goals. He takes the time to learn about the unique needs of every client so that they can feel confident in their investment plan. Peter measures success in happiness and strives to bring joy to clients every day.
Looking forward
Too many people in the financial industry look backwards at historic returns that cannot be changed. We like to look forward, staying up to date with the latest financial trends and market analysis. Our knowledge is based on market research and analysis with our library of timely news articles. History may be a guide but it is the future we are focusing on.
Subscribe and Stay Informed
Looking Forward is a weekly e-newsletter sent out every Monday. It’s a short read on what to expect in the week ahead. Start your week informed and ready to go.
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Community Leaders Who Care
Peter is an avid supporter of the local community, with the understanding that the best way to help is by rolling up your sleeves. He currently sits on the Board of Directors as chair of Enhance West Van and is a volunteer coach & manager at WVFC.
Peter has also spent two decades as part of the Gold Plate Committee supporting the Hellenic Community of Vancouver. He was also a co-founder of the Movember Moustache Miler and still supports the cause by looking ridiculous one month per year.
Your Needs
Too many financial institutions have a product to sell and will push people into products that many not be suitable for them.
The team at Katevatis Wealth Management takes the opposite approach by determining what your needs are first, then building a customized solution to match your needs. We understand that everyone has a unique story and specific requirements, therefore their investment solutions should factor that in.
Contact our office today for a private consultation to see if we are the right fit for you.
Echelon's Top Picks Portfolio
Q1 2024
We are pleased to present Echelon's Top Picks Portfolio for Q1 2024
