Kelowna Home Ownership

Protect your property and home assets.

Buying A Home

Intro survey

Buyer’s Guide for Owners

Competitive Mortgages

Consolidate / Refinance

All-In-One

How We Can Help!

Home Ownership is considered an asset class, and has the ability to provide equity in your retirement years.

Owning a home, allows you to somewhat maintain control over rising costs of matters sometimes beyond your control. This becomes an important factor in your later years. Renting on the other hand, has it’s benefits, however you have no control over the price you pay, and in later years, many retirees cannot afford to pay rent.

Owning a home, and being Mortgage – Free, provides the opportunity to unlock equity to fund your retirement needs in many cases, although you should always consult with your advisor or professional representatives before utilizing this strategy.

Buying A Home

Intro survey

Buyer’s Guide for Owners

Competitive Mortgages

How We Can Help!

Home Ownership is considered an asset class, and has the ability to provide equity in your retirement years.

Owning a home, allows you to somewhat maintain control over rising costs of matters sometimes beyond your control. This becomes an important factor in your later years. Renting on the other hand, has it’s benefits, however you have no control over the price you pay, and in later years, many retirees cannot afford to pay rent.

Owning a home, and being Mortgage – Free, provides the opportunity to unlock equity to fund your retirement needs in many cases, although you should always consult with your advisor or professional representatives before utilizing this strategy.

Consolidate / Refinance

All-In-One

Explore Our Financial Strategies

Peters Wealth Management Mortgages & Advice

We can help you assess your finances, determine how much house you can afford, and choose the best mortgage option to allow you to transition into home ownership comfortably.

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Help with your big decision

Buying a home is a huge financial decision, and we can help ensure your mortgage fits into your larger financial picture.

Take a look at our step by step guide and work sheet.

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Mortgage solutions provided by MPS

Looking for a mortgage? Whether you’re buying or selling, our Mortgage Planning Specialists will help simplify the process every step of the way to make sure you get the right mortgage for your situation.

Talk to us today

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Your alternative to traditional banking

Solutions Banking™ offers a number of products that can help you manage the demands of your day-to-day banking and borrowing needs.

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Solutions Banking All-in-One

Access some of the equity in your home to consolidate all of your banking and financing needs.

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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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