Peters Wealth Management Youtube Video

Who We Are

Peters Wealth Management is a boutique  Financial Services firm based in Kelowna. We provide comprehensive Insurance, Wealth Management, Advanced Tax Planning, Retirement, Charitable, and Legacy / Succession Strategies. We coordinate with your Accounting and Legal Professionals to create “Lasting Peace of Mind.”

Intergenerational Client Journey

This video embodies the true value of Intergenerational Client / Advisor relationships. Through it all, Peters Wealth Management is blessed to have shared its story and continue on. From total strangers to friends, clients, and, most importantly, family.

Life's Journey

At Peters Wealth Management, we understand that most professionals graduate with debt and face unique financial challenges and opportunities. Whether you’re a doctor, lawyer, engineer, or business owner, you require a tailored approach to wealth management that addresses the nuances of your profession. That’s why we’ve developed a comprehensive suite of solutions specifically designed for professionals like you. Our team of specialized wealth managers has the expertise and experience to guide you through the complexities of managing your personal and business finances.

Personalized Approach

At Peters Wealth Management, we understand that wealth management is not just about numbers and portfolios—it’s about providing personalized care and guidance to help you achieve your financial goals. As your trusted advisors and wealth managers, we are dedicated to delivering world-class Insurance and wealth Management Solutions on leading-edge platforms designed to provide service that goes beyond the typical impersonal approach.

Protect What Matters

The biggest risk in life is the failure to “Protect your lifetime of Income.” Insurance aims to provide a safety net and mitigate the financial impact of unexpected events, such as accidents, illnesses, natural disasters, or other unforeseen circumstances. Insurance products can cover many areas, including Life, Disability, Critical Illness, Long Term Care, Travel, and Group Benefits, allowing individuals and businesses to transfer and manage their risks effectively. Insurance is one of the most tax-efficient strategies for the ever-changing complexities of the twenty-first century. At Peters Wealth Management, we promise to make sure you have the “Right Type,” The Right Amount,” “Affordable,” and will be there for you when you need it the most!

Trusted Relationships

At Peters Wealth Management, “Trusted Advice & Relationships” are the cornerstone of our client relationships. We believe in and are committed to establishing lasting bonds where both parties feel secure, valued, and supported, and we see “The Value Of Trusted Advice.” Trusted Relationships are the key to providing personalized, attentive, and transparent service to clients, fostering a sense of reliance and confidence.  Theodore Roosevelt once said, “People don’t know how much you know until they know how much you care.”

Intergenerational Planning

At Peters Wealth Management, we understand the importance of preserving and passing on your hard-earned wealth to future generations. Our ‘Generational Wealth Transfer’ services are designed to help you plan for a seamless and dignified transition of your assets and avoid or minimize double taxation upon death. Whether you aim to support your children, grandchildren, or other loved ones, we’ll work closely with you to develop a comprehensive strategy. This may include estate planning, trusts, gifting, and other wealth transfer techniques that align with your values and legacy goals.

My Dignity - LTC

MyDignity is our approach at Peters Wealth Management that puts you, the client, in control of your financial care and planning. Our founder, Will Peters, believes that everyone deserves to maintain their dignity and independence when it comes to managing their wealth.

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