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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.
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
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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.