Skip to Main Content

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.

Personal Financial Plan

 

 

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

Peter Katevatis

Senior Investment Advisor
609 Granville Street Suite 2200
Vancouver, BRITISH COLUMBIA V7Y 1H2

Events

There are no events to show

The Post Pandemic Pivot

Jun 01, 2021 06:30 PM Pacific Daylight Time - Jun 01, 2021 08:30 PM Pacific Daylight Time

Webinar , West Vancouver, BC

This Forum for Dialogue and Learning examines the inevitable shifts to take place in our post-pandemic reality. We will explore mental health and social connection, and how we can help people transition back to an in-person way of life. Questions will be discussed such as: how do we wean our children/spouses/parents/colleagues off of screens? We will explore the shift in the business world and how some of the ways we have had to work during the pandemic have proven to be extremely effective for productivity while also allowing for a greater work/life balance. Lastly, we will take a look at what the world of leisure and entertainment will look like as we shift back to in-person experiences, and how the pandemic has impacted this industry. Don’t miss this exciting discussion. Register today to hold your spot!

The event includes presentations and a Q&A panel session with local professionals in the field. 

 

RSVP

Recent Posts

New Abnormal

Apr 16, 2020 - Peter Katevatis

As the world exits the COVID-19 quarantine we will need to adapt to the new abnormal....

Read more

Top Questions for 2019

Dec 18, 2019 - Peter Katevatis

Looking back on 2019 there were many questions our clients were asking that we found ourselves answering, here are some of the main themes....

Read more

Financial Wellness

Nov 28, 2019 - Peter Katevatis

Are you having trouble retaining employees? Consider offering them financial wellness services to ensure their financial stability and happiness...

Read more