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- Peter Zloty
Peter Zloty
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.
ContactI support these types of investment needs:
- Holistic Wealth Management
- Wealth Creation
- Comprehensive Financial Planning
- Tax Planning
- Insurance Solutions
www.peterzloty.ca
pzloty@cgf.com
403.508.3832
800.818.4119 (Toll Free Canada)
Fax: 403.508.3823
@CGWM_PZloty
https://www.linkedin.com/in/peterzloty/
- Calgary
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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.