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.


Speakers include:

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

6th Floor

200 8th Ave Sw.

Calgary, AB