Peters Wealth Management
17 Reviews
- Thursday8 AM–8 PM
- Friday8 AM–8 PM
- Saturday9 AM–5 PM
- SundayClosed
- Monday8 AM–8 PM
- Tuesday8 AM–8 PM
- Wednesday8 AM–8 PM
About the Business
Wealth Management Kelowna - Financial Planning | Peters Wealth Management | Kelowna, BC based Peters Wealth Management firm offers financial planning, risk and wealth management, retirement, tax, estate and farm succession planning.
Contacts
Website
Call Us
+15877079553
1447 Ellis St #304, Kelowna, BC V1Y 2A3
Hours
- Thursday8 AM–8 PM
- Friday8 AM–8 PM
- Saturday9 AM–5 PM
- SundayClosed
- Monday8 AM–8 PM
- Tuesday8 AM–8 PM
- Wednesday8 AM–8 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Gender-neutral washroom
Recommended Reviews
Menno Siemens
13.10.2023
Peters Wealth Management
We appreciate the care and advice we get from Peters wealth Management and good performance from the funds we have invested in their Company. Meno & Marge
Ryan Copithorne
29.09.2023
Peters Wealth Management
You are not just a number here, these people take a deep interest in all aspects of your family's well being.
Scott Robertson
24.09.2023
Peters Wealth Management
An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!
Olivier Godin
14.09.2023
Peters Wealth Management
A strong team that will help you reach your goals. I've worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He's always just a phone call or email away!
C L
01.08.2023
Peters Wealth Management
I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.
Evelyn Smith
22.07.2023
Peters Wealth Management
William has been our financial planner for the past 8 years, not only for my husband and I but also for our adult kids.We hear from him regularly, by email or phone, always asking if there is anything he can help us with. We rarely ever received these courtesy calls from our previous planners!He is very dedicated to his clients and truly cares about the small things that really matter to us. Thank you so much William.
Marguerite Jack
19.07.2023
Peters Wealth Management
I've worked together with Nancy and Will for many years and can only say that they are so good to work with. They give me good advice, they take care of my accounts, and have taken the worry out of my life when it comes to retirement. I appreciate their quick responses to my queries and their thoughtfulness towards me. They are honest, respectful and direct when discussing finances. I would recommend Peters Wealth Management to anyone looking for a great investment Advisor Company. MJ
British Columbia G
19.07.2023
Peters Wealth Management
Honest, dedicated to his clients, reliable and based on Christian values, one of the best financial planners in the city.
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1447 Ellis St #304, Kelowna, BC V1Y 2A3
Peters Wealth Management