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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Informative Session With Tony Dwyer - Tuesday, Oct 22- 2019

Oct 22, 2019 11:30 AM - 12:00 PM Mountain Daylight Time

Hudson's Bay Building 6th Floor, 200 8th Ave SW, Calgary , Alberta

North American markets are at a critical juncture. Tony Dwyer, Chief Market Strategist at Canaccord Genuity, will shed light on the risks and opportunities you face as an investor.