Peter Zloty, Senior Investment Advisor

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Peter Zloty, Senior Investment Advisor

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Peter Zloty, Senior Investment Advisor, Financial service, Suite 2400, 520 3rd Avenue SW, Calgary, AB.

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.

10/08/2026

Owning 20 stocks isn't the same as being diversified, especially if those 20 stocks are all in the same sector or moving with the same market forces.

True diversification spreads risk across asset classes, market capitalizations, sectors, and geographies, not just the number of positions you hold.

Not sure how diversified your portfolio actually is? Let's take a closer look.

10/01/2026

Tariffs are flying, elections are looming, and half of Europe seems to be rethinking its politics. In this episode of Cross Currents, Ben Fawcett and Rod Phillips unpack the escalating Canada-US trade dispute, what a Democratic Senate could mean for tariff policy, and why the Strait of Hormuz standoff has changed how investors think about energy risk for good. They wrap up closer to home: Canada's rare moment of unity, and what it could finally unlock for interprovincial trade.

Watch the full episode here:
https://vimeo.com/1225631337/1570af923f?share=copy

vimeo.com

09/24/2026

Not every feature of the market is supposed to be your friend.

Some forces work against you: interest rates, headlines, the instinct to react when markets drop. Others work for you: time, diversification, and a disciplined process. Knowing which is which is the difference between managing a portfolio and just reacting to one.

In this episode of Connecting the Dots, Ben Fawcett, Chief Investment Officer, walks through your friends and enemies in the market — the forces you can control, and the ones you can't — and explains why volatility looks very different to a disciplined investor than it does on the news.

09/14/2026

08/06/2026

Is the family cottage part of your estate plan, or just part of your summer?

Vacation properties like cottages, cabins, and secondary homes hold incredible personal value, and keeping them in the family is a priority for many owners. But passing one down can raise more questions than expected, from capital gains tax at death to evaluating trusts versus joint ownership. Read the full article below to explore key succession strategies.

If the best way to share your vacation property with the next generation isn't clear yet, get in touch today.
https://social.cgf.com/avFeIX

07/31/2026

A financial plan that isn't regularly reviewed is just a snapshot of the past.

The best plans evolve, with changes to income, family structure, tax legislation, and long-term goals. Strategy alignment isn't a one-time event. It's an ongoing conversation.

Which raises the question, when did you last review yours?

07/15/2026

The next phase of this market isn't defined by a single theme. It's defined by rotation.

Beneath a steady surface, leadership is quietly shifting, away from a narrow group of technology names and toward a broader set of industries and regions that have been overlooked for years. Manufacturing is proving resilient. Non-US equities offer comparable earnings growth at a meaningful valuation discount. And gold is entering a seasonally constructive window.

Our July Market in Focus explores what this secular inflection means for long-term portfolio positioning, and why discipline, not reaction, is the defining advantage right now. Read the full report below.

box.com

05/14/2026

Are you investing in a business, or renting a ticker?

The Discipline Dividend explores one of the most powerful, and most overlooked, advantages a long-term investor holds: the ability to simply wait. From the collapse in average stock holding periods (8 years to 10 months) to the structural mechanisms that turn patience into return, learn why the long-term investor is competing against almost no one.

A timely read for anyone feeling the pull to do something. Time rewards the patient. Read more below.

amazonaws.com

04/08/2026

Incorporated business owners often save through RRSPs, TFSAs, or corporate portfolios, but these structures carry tax costs that can meaningfully reduce long-term wealth.

The latest edition of Wealth Blueprint, Determining the Most Effective Tax Shelter for Long-Term Corporate Wealth, breaks down how contribution efficiency, tax drag, and estate rules differ across savings options, and why corporate-owned life insurance may offer advantages that traditional structures cannot match.

amazonaws.com

Address

Suite 2400, 520 3rd Avenue SW
Calgary, AB
T2P0R3

Telephone

+14035083832

Website

http://www.peterzloty.ca/home

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