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Insurance

Protect What Matters Most

Insurance Solutions

At Peters Wealth Management, insurance is more than a product. It is a strategic part of protecting your family, business, wealth, and long term financial plan. We take the time to understand your risks, priorities, and broader financial picture before recommending solutions tailored to your needs. From personal protection and mortgage planning to business insurance and employee benefits, our approach brings greater clarity to the decisions that help protect what you have built.

Life Insurance

Protect your family, wealth, and legacy

Health Insurance

Protection for disability, illness, and care

Mortgage Insurance

Protect your home and mortgage obligations

Business Insurance

Protect your business, owners, and team.

Peters Wealth Management Logo

William Peters, CEO

Chief Executive Officer

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

Nancy Nadeau

Administrator & Advisor

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

Kelowna Office

Peters Wealth Management

304–1447 Ellis St,
Kelowna, BC, V1Y 2A3

Heidi Johnson

Business Development Manager

Mobile: (778) 363–6051
Fax: (587) 317–7191
heidi.johnson@pwmfc1.com
Book a Consultation →

Mo Elliboudy

Business Development Manager

Mobile: (250) 863–9542
Fax: (587) 317–7191
mo.elliboudy@pwmfc1.com
Book a Consultation →

Peters Wealth Management Logo

Kelowna Office

Peters Wealth Management

304–1447 Ellis St,
Kelowna, BC, V1Y 2A3

William Peters, CEO

Chief Executive Officer

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

Heidi Johnson

Business Development Manager

Mobile: (778) 363–6051
Fax: (587) 317–7191
heidi.johnson@pwmfc1.com
Book a Consultation →

Nancy Nadeau

Administrator & Advisor

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

Mo Elliboudy

Business Development Manager

Mobile: (250) 863–9542
Fax: (587) 317–7191
mo.elliboudy@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 explore your next step? We’re here to help, and look forward to learning more about your goals and financial priorities.

Peters Wealth Management Logo

Office

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

Let's Talk

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