A holistic approach to diversifying and protecting wealth
Success in a specific industry – such as the oil and gas business – often means wealth concentrated in that industry. At the core of Peter Zloty’s comprehensive wealth management platform is active, timely, innovative portfolio management with an emphasis on risk management through diversification.
Integral to his services are advanced planning strategies customized to meet the most complex needs. Following a proven and well-defined process, he leads a team of specialists in tax accounting, tax law, estate, succession and philanthropy planning, and financial planning. Together, they establish the right structures to protect, build and transfer client wealth.
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2018 REIT Investment Outlook
Nov 29, 2017 11:30 AM - 01:00 PM Mountain Standard Time
You're Invited: Join us for a premier lunch presentation on the 2018 U.S. & Canadian REIT Outlook.
Mark Rothschild - Managing Director Research
Jenny Ma - Director Research
Azim Lalani - American Hotel REIT
Sam Kolias - Boardwalk REIT
Wednesday , November 29, 2017
11:30am - Registration
12:00pm - Luncheon Presentation
Hudson @ Hudson's Bay Building
200 8th Ave Sw.