William Peters - Peters Wealth Management

William Peters - Peters Wealth Management President / CEO / Financial Advisor
"People Don't Know How Much You Know Until They Know How Much You Care!" Roosevelt

We and our team of specialists have a common purpose with you in mind. Our client relationships require mutual Like, Trust, and Belief, when designing your customized Quality Financial Plan. Taxation, transfer of wealth, estate planning are just a few of the barriers to achieving your dreams and leaving a lasting legacy. Our team will provide clarity where there is complexity, and present an easy-

to-understand plan with built-in solutions to your needs. We believe that all Canadian Families, Professionals, and Business Owners are unique and deserve a well thought out, and comprehensive road map which we will review regularly and update all as needed.

Family time. Edmonton & Winnipeg. ❤️
05/31/2026

Family time. Edmonton & Winnipeg. ❤️

Looking forward to honoring our invitees at our inaugural WOW event at The Yacht Club.
05/19/2026

Looking forward to honoring our invitees at our inaugural WOW event at The Yacht Club.

05/17/2026
05/13/2026
05/03/2026

Blessed to support KGM, and by extension give back to the community we live in. Blessed beyond measure.

05/03/2026

- Art for Impact 2026. It was wonderful to be part of it. We all can change our community

Peters Wealth Management empowers women to secure their financial legacy. Experience our white-glove financial planning ...
01/07/2026

Peters Wealth Management empowers women to secure their financial legacy. Experience our white-glove financial planning and tailored insurance solutions, including a complimentary customized plan.
Learn More 250 718 3030
[email protected]
williampeters.ca

12/23/2025

Give The Gift Of Love This Christmas Season!
Wishing All Our Friends, Families, And Clients a Merry Christmas & A Happy New Year!

Address

304/1447 Ellis Street
Kelowna, BC
V1Y2A3

Opening Hours

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

Telephone

+12507183030

Website

,

Alerts

Be the first to know and let us send you an email when William Peters - Peters Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category