Katevatis Wealth Management

Where will your investments take you?

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.  Whether your investments are inside a Registered Retirement Savings Plan (RRSP), Tax Free Savings Account (TFSA), or managing cash assets your specific needs will be addressed.

Your financial plan will be customized in a bespoke manner to meet your unique needs and personal goals.  Your individual plan will not be the output of a robo-advisor or selected from a small bucket of options.  A truly customized plan comes from human engagement and we are always happy to help get you moving in the right direction and feeling confident about your financial future.

Questions to ask when choosing an Investment Advisor

Client Testimonial

Peter is a very knowledgeable person in his industry and experienced. I’ve been a client of his for over 30 years and he has always been very helpful in so many. Peter is always a 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. - Joseph Scorda