Peters Wealth Management

Peters Wealth Management is a licensed Wealth Management and Insurance Brokerage firm. Our mission is to provide each client with a personalized and dynamic financial plan that is regularly updated to meet their changing needs. We serve a wide range of clients including farmers, professionals, small businesses, corporations, and retirees. Our comprehensive planning process covers various aspects such as tax planning, cash-flow management, wealth management, risk management, insurance, education planning, debt management, retirement planning, estate planning, and succession planning. For complex planning needs, we collaborate with our team of experts including CPAs, CFPs, risk management specialists, and tax and estate planning specialists. Based in Kelowna, BC, we have over 20 years of experience serving clients in Kelowna and Western Canada. As a boutique financial advisory firm, we are committed to your success by offering access to world-class wealth management, insurance brokerage, and a cutting-edge digital platform. Our team specializes in customized solutions for wealth management, insurance, tax planning, retirement planning, intergenerational wealth transfer, estate planning, and succession strategies. We are dedicated to building relationships and leading the way towards your success in life.