Nancy Nadeau - Peters Wealth Management

Nancy Nadeau - Peters Wealth Management Tax Planning, Cash-Flow, Wealth Management, Risk Management, Insurance, Education, Debt, Retirement, Estate, and Succession Planning.

08/14/2024

I am immediately taking steps to shut down my PERSONAL FB page. I have received too many bogus requests to connect. Scammers hackers, take your fraudulent scams elsewhere.

Life is filled with risk. We all think we don't need insurance until we do.How would you fare if you were to lose your l...
05/06/2024

Life is filled with risk. We all think we don't need insurance until we do.
How would you fare if you were to lose your lifetime of income?
We will always diagnose, find the right type and amount and give you peace of mind. Call us 250 718 3030

HOPE IS NOT A PLAN! CONTROL YOUR DESTINY, RUN THE RACE, AND FINISH WELL!YOUR DREAMS, YOUR GOALS, YOUR SUCCESS, AND OUR P...
07/18/2023

HOPE IS NOT A PLAN! CONTROL YOUR DESTINY, RUN THE RACE, AND FINISH WELL!

YOUR DREAMS, YOUR GOALS, YOUR SUCCESS, AND OUR PROCESS!

TOGETHER, WE CAN MAKE IT HAPPEN.

LEARN MORE 587 707 9553

WHAT IS YOUR PLAN? ARE YOU PREPARED?Do you have a written and stress-tested financial plan?Have you identified the  "Wha...
06/26/2023

WHAT IS YOUR PLAN? ARE YOU PREPARED?
Do you have a written and stress-tested financial plan?

Have you identified the "What If" in your risk management plan?

Look and the mirror and ask yourself? Could our finances withstand any of these events?

Not Sure
We will provide a complimentary, comprehensive written plan and risk management analysis.

- Unable to earn an income?
- Health Event?
- Disability - Short / Long term?
- Major health Event?
- Income Replacement?
- Long Term care?
-Death of a family member / Business Partner?
-Protect your wealth?
-Taxation of your estate?

Learn More - 587 707 9553


WHAT IS YOUR RISK MANAGEMENT STRATEGY?WE WILL PROVIDE A COMPLIMENTARY REVIEW OF YOUR CORPORATE OR BUSINESS! Our risk man...
06/06/2023

WHAT IS YOUR RISK MANAGEMENT STRATEGY?

WE WILL PROVIDE A COMPLIMENTARY REVIEW OF YOUR CORPORATE OR BUSINESS!

Our risk management strategy is designed to help you identify, assess, and manage any potential risks your business could face. We'll review your corporate or business in-depth and then develop a comprehensive plan for managing your identified risks by utilizing the right people, processes, and systems. With our risk management services, you can be assured that your business is well-prepared to handle the potential risks it could face.

LEARN MORE 587 707 9553


FOOD FOR THOUGHT     IN A WORLD WHERE YOU CAN BE ANYTHING, BE KIND!HAVE AN AMAZING WEEKEND, AND LET YOUR LOVE SHINE THRO...
06/02/2023

FOOD FOR THOUGHT

IN A WORLD WHERE YOU CAN BE ANYTHING, BE KIND!

HAVE AN AMAZING WEEKEND, AND LET YOUR LOVE SHINE THROUGH IN A SOMETIMES DARK WORLD.


EXCEPTIONAL PLANNING REQUIRES TOUGH AND, SOMETIMES, PAINFUL CONVERSATIONS.IT IS ONLY THROUGH THIS PROCESS WE CAN PROVIDE...
05/31/2023

EXCEPTIONAL PLANNING REQUIRES TOUGH AND, SOMETIMES, PAINFUL CONVERSATIONS.

IT IS ONLY THROUGH THIS PROCESS WE CAN PROVIDE RELIEF AND FINANCIAL PEACE OF MIND!

WE AT PETERS WEALTH MANAGEMENT DIAGNOSE AND THEN PROVIDE SOLUTIONS DESIGNED WITH YOU IN MIND!

*DEDICATED*COMPASSIONATE*ALWAYS DO THE RIGHT THING*

LEARN MORE 587 707 9553


Getting older shouldn't mean sacrificing your financial security. Protect your future and safeguard your peace of mind w...
05/26/2023

Getting older shouldn't mean sacrificing your financial security. Protect your future and safeguard your peace of mind with life insurance. Tax-free benefits vs taxed investments.

Learn More 587 707 9553

Thousands of Canadians suffer from sub-standard home care, settling forpoorly run government programs. Watch this video;...
05/19/2023

Thousands of Canadians suffer from sub-standard home care, settling for
poorly run government programs. Watch this video; it will change your life and those you care for.
Keep your loved ones in their homes longer. This is a gift that keeps on giving.

Maintain quality of life with home care on your terms.Stay in your home longer without relying on poor-quality government programs!

Address

304/1447 Ellis Street
Kelowna, BC
V1Y2A3

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 9am - 8pm

Telephone

+14037039261

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