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.

 

 

Events

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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.

 

Speakers include:

Mark Rothschild - Managing Director Research

Jenny Ma - Director Research 

Azim Lalani - American Hotel REIT

Sam Kolias - Boardwalk REIT

 

Date:

Wednesday , November 29, 2017

 

Time:

11:30am - Registration

12:00pm - Luncheon Presentation

 

Location:

Hudson @ Hudson's Bay Building

6th Floor

200 8th Ave Sw.

Calgary, AB

RSVP

Lunch Presentation from our Global Portfolio Strategist - Robert Jukes

Jun 14, 2017 11:30 AM - 01:00 PM Mountain Daylight Time

You’re invited: Join us for a lunch presentation on our innovative, forward-looking approach to managing risk.

Our Optimized Portfolios, part of Canaccord Genuity Global Portfolio Solutions (GPS), aim to provide better returns with less risk by targeting a capped level of volatility. With a track record of success in the UK, GPS Optimized Portfolios are now available in Canada for the first time.

 

Date:
Wednesday, June 14th  2017

 

Time:
11:30am – Registration
12:00pm – Luncheon Presentation

 

Location:
Ruth's Chris Steak House

2nd Floor, Calgary Tower

115 9th Avenue SW.

Calgary,AB

RSVP