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
Client Appreciation Day
2025 Polo Classic
2025 Charity Golf Classic
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.
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
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
Our Preferred Providers
Insurance & Segregated Funds Carriers
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.
Start the Conversation
Call
Office
304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3







