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.

We are excited to host this private event, Exclusive evening presented by Peters Wealth Management & Insurance Solutions...
08/31/2026

We are excited to host this private event, Exclusive evening presented by Peters Wealth Management & Insurance Solutions Kelowna Yacht Club
Seating is limited, Rsvp @ [email protected]

Congratulations to Cameron Stutters for winning our " Guess the number of Tees" at the recent charity golf event Kelowna...
08/20/2026

Congratulations to Cameron Stutters for winning our " Guess the number of Tees" at the recent charity golf event Kelowna Golf & Country Club YMCA of Southern Interior BC Peters Wealth Management & Insurance Solutions

Congratulations to Carlos Gamez, Berry Architecture + Assoc. YMCA of Southern Interior BC, winner our prize at the recen...
08/17/2026

Congratulations to Carlos Gamez, Berry Architecture + Assoc. YMCA of Southern Interior BC, winner our prize at the recent charity golf tournament Kelowna Golf & Country Club .

Summers in the Okanagan are better with family and friends
08/15/2026

Summers in the Okanagan are better with family and friends

Happiness is found in the simplest moments
08/05/2026

Happiness is found in the simplest moments

Celebrating 100 years Hotel Eldorado
08/02/2026

Celebrating 100 years Hotel Eldorado

Kelowna Charity Golf tournament - YMCA Golf & Country Club
07/20/2026

Kelowna Charity Golf tournament - YMCA
Golf & Country Club

07/15/2026
Family Time. Lisa Jensen estate
07/10/2026

Family Time. Lisa Jensen estate

Privileged to sponsor the dockside music artists tonight, 6 pm. Looking forward to a chill evening. Kelowna Yacht Club P...
07/04/2026

Privileged to sponsor the dockside music artists tonight, 6 pm. Looking forward to a chill evening. Kelowna Yacht Club Peters Wealth Management & Insurance Solutions

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

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