New Clients

Are you the right fit for Peters Wealth Management?

Are You the Right Fit?

Peters Wealth Management receives significant call volumes, we accept a limited number of new clients each year, so we would appreciate you answering a few questions.

We do not wish to offend but rather seek mutually beneficial & healthy relationships based on the responses to these questions.

Trustworthy financial advisor in Kelowna providing personalized wealth management services

We look forward to hearing from you.


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