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.

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
604.643.7582
604.726.5969
604.643.7326
1.800.663.1899

Events

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Katevatis Wealth Management featuring Tony Dwyer

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.  

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Katevatis Wealth Management with JDRF

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.

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43rd Annual Gold Plate Dinner

May 15, 2019 06:00 AM - 11:00 AM Pacific Daylight Time

4500 Arbutus Street , Vancouver, BC

Come join us at the 43rd Gold Plate Dinner! Tickets are $250 and include: Dinner, access to open bar, and entry into the draw. Attendees have the chance to win a variety of prizes, including this year’s grand prize – a brand new 2019 Mercedes C300 4MATIC! Supporters who cannot attend can also choose to purchase $150 tickets to participate in the draw. Attendees of the event can also purchase additional entries into the draw for $150.

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Recent Posts

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....

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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...

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I'm Dead, Now What?

Nov 01, 2019 - Peter Katevatis

Inheritance and wealth transfer may be an event, but the wealth transition process is an evolution....

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