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.


Peter Katevatis

Senior Investment Advisor
609 Granville Street Suite 2200


There are no events to show

Summer Zoom Chat

Jul 30, 2020 08:00 PM - 09:00 PM Pacific Daylight Time

Katevatis Wealth Management Zoom Line, Vancouver, BC

The year 2020 has been an odd year to say the least.  To expect the typical summer seasonality would be an opportunity lost. Join us for a casual discussion of things to look for in the short, medium, and long term to ensure that your portfolio matches your specific needs and risk tolerance. Pour a glass of wine for our virtual discussion, no driving.


Tony Dwyer in Vancouver

Oct 24, 2019 06:00 PM - 08:00 PM Pacific Daylight Time

Four Seasons Hotel 791 West Georgia St., Vancouver, BC

North American markets are at a critical juncture, our industry specialist Tony Dwyer - Chief Market Strategist, will shed light on the risks and opportunities you face as an investor. Join us October 24th at the Four Seasons Hotel in downtown Vancouver at 6pm for Tony's entertaining presentation.  RSVP today.  


2019 Sun Life Ride to Defeat Diabetes

Oct 04, 2019 01:00 PM - Oct 04, 2019 05:00 PM Pacific Daylight Time

750 Hornby St , Vancouver, BC

Type 1 Diabetes is a difficult disease to deal with especially for children.  JDRF has done amazing things to help fund crucial research into cures, better treatments for, and prevention of type 1 diabetes (T1D).  Join or Donate to help the cause as we ride stationary bikes in front of the Vancouver Art Gallery.


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