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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

Peter Katevatis

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

Events

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The Olympic Journey

Feb 01, 2022 11:30 PM Pacific Standard Time - Feb 02, 2022 01:00 AM Pacific Standard Time

Experience the journey of three athletes as they share their stories of commitment, adversity, and the Olympic dream

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The Post Pandemic Pivot

Jun 01, 2021 10:30 PM Pacific Daylight Time - Jun 02, 2021 12:30 AM 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. 

 

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