Farmers & Ranchers Learn More Protect your interests, protect your farm. Professionals Learn More Your success deserves special attention. Business Learn More Financial intelligence for business owners. Retirement Learn More Don’t simply retire from something; have something to retire to. Boutique Financial Services Kelowna Family-Oriented Financial Advisor Kelowna Personalized Wealth Management Kelowna

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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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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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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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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Setting up an estate plan that meets your needs

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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A smarter way to give

Charitable giving is one of the most tax efficient strategies available when planning for your estate. Ask us how we can help.

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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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