What are the opening hours?

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

William Peters - Peters Wealth Management

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Kelowna, BC
William Peters - Peters Wealth Management

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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.

10/29/2026

Excited to participate in One Manulife event Harvest Golf Club Manulife

10/24/2026

A community celebration featuring dinner (including smoked brisket and fixings) and live music.

Benefited Metro Community and their ongoing work with vulnerable members of the Kelowna community.

10/23/2026

Welcome all attendees, and exhibitors to TODS 2026. We would encourage all attendees to read PG 3, 39 of the Tods program. Stop by booth 14.
Our team looks forward to meeting you all. BCDHA. Featured LIV Magazine

10/22/2026

10/09/2026

Happy Thanksgiving from all of us at Peters Wealth Management & Insurance Solutions.

We're grateful for the clients, partners, and community who trust us with what matters most. Wishing you and your family a warm and joyful holiday weekend.

10/08/2026

Registration is open for our exclusive estate planning evening: Protecting Your Wealth & Your Legacy.

Join Mitchell J. Singer, B.Sc., LL.B. (Empire Life) and Michael Stone (Equitable Life of Canada) for an evening on tax-efficient wealth transfer and legacy planning strategies for affluent Canadians 55+.

Wednesday, October 28 · 6–9 PM
Kelowna Yacht Club · Spinnaker Room

Seats are strictly limited — call (250) 718-3030 or visit williampeters.ca to reserve yours.

10/04/2026

Commodore's Ball Kelowna Yacht Club

10/03/2026

Successful Dental professionals, are business owners too. Growing your practice, burn out, and managing your team, creates gaps. Our dental clients have a financial & risk management plan allowing them to do what they do best. See you . Learn more. 250 718 3030

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

http://www.williampeters.ca/, https://www.lifeandwealth.ca/william-peters/

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