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.

Contact:
I 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