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Peter Katevatis

PeterĀ Katevatis

Senior Investment Advisor

Since 1996, Peter has been helping clients navigate the world of investments and guiding them through both opportunities and pitfalls with one goal in mind: to help them make money.  Whether you are looking for a managed portfolio, where you can relax and enjoy life knowing Peter and his team are looking after the day to day management of your investments on your behalf, or you are a “hands-on” investor who has worked with Peter to create a custom portfolio, you will receive the same high level of personalized service.

“My clients can always count on me to be a sounding board for their investment ideas and financial needs,” says Peter. “Whether you are in need of estate, insurance*, or tax planning, as a client you will receive top-notch advice for your individual situation.”

Peter’s clients appreciate his seasoned, unbiased advice and his ability to see a silver lining in any investment.  While his corny jokes may make you laugh, Peter’s rock solid investment knowledge will make you feel comfortable knowing he and his team are managing your money through the ups and downs of today’s unpredictable markets.

Born and raised in Vancouver, Peter studied at the University of Western Ontario earning a B.A. in Finance and Economics. Upon his return to Vancouver, he joined Canaccord and has been a licensed Investment Advisor there ever since.

Peter is very involved in the community working with a number of charities including: volunteering on the Gold Plate Dinner committee for the Hellenic Community of Vancouver, bowling for Big Brothers, fundraising for the Canadian Breast Cancer Foundation and being on the organizing committee for the Movember Mo Miler charity run. When he is not at work, you can find Peter on the North Shore training for a marathon, skiing Whistler or playing hockey, softball and golf. He has two wonderful boys and a fabulous wife.

Strategic Partners

AnneĀ Jackson, BBA, CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.  She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group.  Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients.  She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

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