Who We Are

At Peters Wealth Management, our mission is to provide every client with a dynamic and comprehensive written financial plan tailored to meet their unique needs. Our practice serves a diverse range of clients, including farmers, professionals, small businesses, LLPs, corporations, and retirees, ensuring each plan is updated as your financial situation evolves.

We pride ourselves on offering a holistic planning process that encompasses all aspects of financial health. Our services include tax planning, cash-flow management, wealth management, risk management, insurance, education funding, debt management, retirement planning, estate planning, and succession planning.

Rather than replacing your existing professional relationships, we collaborate with them to deliver the best outcomes for you. For more complex planning needs, we coordinate with our support team and partners, including CPA’s, CFP’s, risk management specialists, and advanced tax and estate planning specialists. This integrated approach allows us to offer sophisticated wealth management strategies tailored to both your short-term and long-term goals.

Our affiliation with HUB Capital Inc., a leading mutual fund dealer and member of the Mutual Fund Dealers Association of Canada, enables us to provide access to top investment management firms across Canada. This partnership enhances our ability to offer a wide range of investment products and referral programs.

Serving clients throughout British Columbia, Alberta, Saskatchewan, and Manitoba, Peters Wealth Management is committed to delivering strength, stability, and expertise in financial planning. You can rely on us for personalized strategies that support your financial growth and security.

Our commitment to excellence is reflected in our personalized approach to each client. We understand that financial goals and circumstances vary widely, which is why we take the time to get to know you and your specific needs. By building a strong, trust-based relationship, we ensure that our financial strategies align with your life goals and aspirations. Whether you’re planning for retirement, growing your business, or securing your family’s future, Peters Wealth Management is here to guide you every step of the way. Join us and discover the difference a dedicated financial partner can make.

What We Do

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation.

The clients we serve seek Tax Planning, Risk Management, Wealth Management, Retirement, Estate Planning, and Succession planning advice

We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Service Commitment

Licensed Provider

Insurance Provider

Your Planning Toolkit

We recognize the importance of retirement planning and the necessity of providing high-quality advice. Our team understands that retirees face unique challenges, such as losing a spouse, dealing with failing health, or managing limited financial resources.

We simplify the complexities of financial planning, delivering clear, easy-to-understand plans with tailored solutions to meet your needs. Our approach ensures that your financial strategy maintains harmony within your family, especially when planning for your legacy or charitable giving.

At Peters Wealth Management, we believe every client is unique and deserves a thoughtfully crafted, comprehensive roadmap. We regularly review and update your plan to ensure it evolves with your changing circumstances and goals.

Getting the most out of your money

To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly.

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Insurance

Insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.

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Explore Our Financial Plan Components

Taxes don’t have to be so taxing

We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.

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The right guidance at the right time

We can help you figure out how much you need to save to achieve your future financial goals and secure your preferred retirement lifestyle.

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Planning for your estate

We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.

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Our alternative to traditional banking

Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.

We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.
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The right choices for your changing life

Our full suite of life insurance and living benefits products can help protect your loved ones throughout all life’s adventures.

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5/5

An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!

SR

5/5

I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.

CL

Connect with us!

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

5/5

I have known William for many years. Gives great personal service and goes out of his way to help you with any personal issues that might arise in your life – positive or negative! Always stays in touch and goes that extra mile! I have recently switched to Williams’ new company and they absorbed my transfer fees for me! This was very much appreciated. Keep up your great service Will! 🤗

BK

5/5

A strong team that will help you reach your goals. I’ve worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He’s always just a phone call or email away!

OG

Our Insurance Partners

Don’t see your carrier of choice? We have over 20 other partners. Ask Us!

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