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Insurance

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Wealth

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Tools

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Events

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Insurance

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Wealth

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Tools

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Events

Relationships Built on Trust

In Good Hands

We’re not above you. We’re not below you. We walk beside you.

Every client we work with has a unique story, a set of goals, and individual financial priorities. Many high-achieving professionals and business owners, such as dentists, doctors, lawyers, and entrepreneurs, are deeply focused on excelling in their field, leaving little time to ensure their financial affairs are fully aligned. That’s where we come in. Whether you are building your career, running a business, preparing for retirement, or protecting your family, we take the time to understand what matters most to you. Our role is to provide guidance, clarity, and strategic planning at every stage of life, delivering service that is personal, professional, and rooted in long-term relationships.

Professionals

Clarity and structure for your evolving financial life.

Business Owners

Protect your business and plan for your future.

Retirees

Confidence and peace of mind for the years ahead.

Families

Secure your legacy and support future generations.

Personalized Understanding

Approach

At Peters Wealth Management, we don’t offer one-size-fits-all solutions. Our approach is built around understanding your goals, clarifying complex decisions, and creating a financial roadmap that supports your life and assets.

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Discovery

We begin with a conversation. Understanding your unique situation, values, and goals.

Who We Are

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Strategy

Purposeful planning for risk management, wealth preservation, and tax efficiency.

Planning & Purpose

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Execution

We collaborate with specialists. Coordinating with accountants, lawyers, and professionals.

What We Deliver

Five Star Service

Solutions That Put You First

Discover how Peters Wealth Management delivers trusted, in-house expertise across insurance, wealth management, tax strategies, retirement, and estate planning. With a non-transactional approach and no sales quotas, our focus is on building lasting relationships through tailored solutions and five-star service across Western Canada.

“People don’t care how much you know until they know how much you care”

Theodore Roosevelt

"To care for those who once cared for us is one of the highest honours"

Tia Walker

"Personal service is about seeing the person, not just the problem"

William Pollard

"A satisfied customer is the best business strategy of all"

Michael LeBoeuf

Client Relationships

Intergenerational

This video embodies the true value of Intergenerational Client / Advisor relationships. Through it all, Peters Wealth Management is blessed to have shared their story, and continue on. From total strangers to friends, clients, and most importantly, family.

Client Appreciation

Grand Opening

We recently celebrated our Kelowna Grand Opening with a special Client Appreciation Event. It was an evening of great conversations, refreshments, and connection bringing together our valued clients and advisory team in a warm, welcoming setting.