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
Vancouver, BRITISH COLUMBIA V7Y 1H2

Events

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Accessibility For All

Oct 06, 2020 06:00 PM - 08:00 PM Pacific Daylight Time

We are happy to be part of something a little different. Join us for a complementary virtual seminar that than help shed some light on the struggles for those in our community. In a world where so many people still face social and physical barriers, we seek to build and transform our spaces to make them accessible for all. Learn from the experts on the challenges and the accomplishments of building a world for everyone. 

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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.

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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....

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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....

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Nov 28, 2019 - Peter Katevatis

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

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