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
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
How You Benefit from Active Portfolio Management
May 04, 2017 11:30 AM - 01:15 PM Mountain Daylight Time
You’re invited: Join us for an premier lunch presentation on why active managment is key for outperformance
Keynote speaker Andy Nasr VP Capital Markets and Investment Strategist at Sentry will discuss why active management is key for outperformance as it gives the flexibility to position in a variety of market scenarios.
Date:
Thursday, May 4, 2017
Time:
11:30am – Registration
12:00pm – Luncheon Presentation
Location:
Saltlik Steakhouse
101 8th Ave. SW
Calgary,AB
