Katevatis Wealth Management

Specialties

We assist upper-​middle class individuals to reach their goals. We implement a comprehensive consultative discovery process to identify an individuals values, relationships, and goals. We then work with our trusted team of professionals to execute on our customized plan.

History

Established in 1950.

Canaccord Genuity Wealth management enables investors to reach the coordinates that define their life goals. We search the globe for investment opportunities and deliver targeted long-​term and near-​term investment strategies for wealth management clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.

In Canada, Canaccord Genuity Wealth management is a leading, independent wealth management firm. Our advisors are entrusted with over $ 25 billion* in assets under administration and management. With access to the Complete Canaccord full range of investment options and financial, estate and insurance planning services, Canaccord advisors are committed to providing investors with a broad array of solutions to simplify their busy lives, achieve their financial objectives and map an efficient course towards the coordinates of their life’s destinations.

Meet the Manager

Peter K.

Manager

Since 1996, Peter has been helping clients navigate the world of investing and guiding them through opportunities and pitfalls with one goal in mind, to help them make money. Whether you are a «hands on» investor with a custom portfolio created by Peter, or a more passive investor with a managed portfolio, you will receive the same high level of customized service.

«My clients can always count on me to be a sounding board for their investment ideas and financial needs. 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 believes that there is a silver lining in any investment. This belief coupled with seasoned investment knowledge, and peppered with a few corny jokes, will make you feel comfortable having Peter as your guide through the world of investing.