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Events

Community Involvement

Special Events

Peters Wealth Management believes community connection is a core part of who we are. Beyond financial planning, we value giving back and staying actively involved in the lives of our clients and the causes that matter to them. Whether it’s hosting client appreciation events, supporting local charities, or participating in regional initiatives, our team is committed to building meaningful relationships and contributing to the communities we serve. These moments reflect our values of connection, gratitude, and shared growth.

Pacific Dental Conference Vancouver 2026
Pacific Dental Conference
Join the Peters Wealth Management team at the 2026 Pacific Dental Conference in the Vancouver Convention Centre for one of Canada’s premier dental industry events.
Client Appreciation Day
Client Appreciation Day
We celebrated our Kelowna Grand Opening with a Client Appreciation Day filled with great conversations, refreshments, and meaningful connections.
2025 Polo Classic
2025 Polo Classic
Peters Wealth Management proudly participated in the 2025 Kelowna Polo Classic on June 28th with an elegant day of sport, hospitality, and community at its finest.
2025 Charity Golf Classic
2025 Charity Golf Classic
We are proud to support the 2025 Charity Golf Classic on September 5th as dinner sponsors, helping fund the life-saving work of Kelowna’s Gospel Mission.
Pacific Dental Conference Vancouver 2026

Pacific Dental Conference 2026

March 5–7, 2026 | Vancouver Convention Centre | Booth 305

Join the Peters Wealth Management team at the Pacific Dental Conference in Vancouver, one of Canada’s premier dental industry events. This three-day conference features over 200 educational sessions, hands-on workshops, and exhibits showcasing the latest innovations in modern dentistry.

Pacific Dental Conference Vancouver 2026
Visit Booth 305 to meet the Peters Wealth Management team and explore tailored financial strategies designed for dental professionals.

Complimentary Services for Attendees:

  • Needs Analysis & Financial Review
  • Insurance Solutions & IFA Planning
  • Group Benefits
  • Wealth Management & Advanced Tax Planning
  • Practice Transition & Corporate Exit Strategies
  • Retirement & Estate Planning

All services are provided internally by experienced professionals.

Location:
Vancouver Convention Centre (West Building)
1055 Canada Place, Vancouver, BC

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Kelowna Office

Peters Wealth Management
304–1447 Ellis St,
Kelowna, BC, V1Y 2A3

William Peters, CEO

Mobile: (250) 718–3030
Fax: (587) 317–7191
william.peters@pwmfc1.com
Book a Consultation →

Nancy Nadeau, CCO
Mobile: (403) 703–9261
Fax: (587) 317–7191
nancy.nadeau@pwmfc1.com
Book a Consultation →

Our Preferred Providers

Insurance & Segregated Funds Carriers

My Diginity
Equitable Life
SLi Insurance
Assumption Life
Empire Life
RBC Insurance
Manulife
FlexSave
The Edge Benefits
BMO Insurance
Sun Life Financial
Desjardins Insurance
Canada Life
Manulife Bank
Nest Wealth
iA Financial Group

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

Reach Out Today

Contact Us

Have questions or ready to take the next step? We’re here to help, and look forward to connecting with you.

Peters Wealth Management Logo

Office

Peters Wealth Management
304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3

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