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
March 5–7, 2026
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.
Epicurean: Sun Peaks Okanagan
Join Peters Wealth Management as the lead sponsor of Epicurean at Sun Peaks Centre, an unforgettable evening celebrating the Okanagan’s finest culinary talent as part of the Savour Culinary Festival 2026.
Lake Country Food Assistance
Join us for the 2nd annual Season of Giving Winter Fundraiser presented by Peters Wealth Management in support of our food recovery and distribution efforts.
Dressed For Success
Dressed for Success is a celebration for a worthy cause. Peters Wealth Management is proud to be part of the light giving back to many women in the community every year.
2025 Charity Golf Classic
September 5, 2025
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.
2025 Polo Classic
June 28, 2025
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.
Client Appreciation Day
We celebrated our Kelowna Grand Opening with a Client Appreciation Day filled with great conversations, refreshments, and meaningful connections.
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
Epicurean: A Celebration of Okanagan’s Finest
March 21, 2026 | Sun Peaks Centre
Presented by Peters Wealth Management & Insurance Solutions
Join the Peters Wealth Management team as the proud presenting sponsor of the Epicurean at Sun Peaks, an unforgettable evening celebrating the very best of the Okanagan’s culinary and beverage scene.
As lead sponsor, Peters Wealth Management is proud to support professional development opportunities for young chefs and sommeliers preparing for prestigious international culinary and sommelier competitions.
Featured Culinary Talent:
- Chef Vikram Vij – Renowned Vancouver chef, restaurateur, and Michelin Bib Gourmand recipient, known internationally for his modern Indian cuisine.
- Chef Ned Bell – Celebrated Canadian chef and sustainable seafood advocate, championing responsible sourcing and culinary innovation.
- Sara Campbell – Founder of Raw Action Oyster Bar, bringing passion, sustainability, and expert oyster craftsmanship to the Epicurean experience.
What to Expect:
- Unique Okanagan culinary pairings with wines and craft beverages
- Interactive chef experiences and culinary showdown voting
- Retro DJ entertainment and live music
- After Party featuring a Retro Speakeasy Lounge
- Golden-age alpine themed atmosphere celebrating classic après culture
Event Schedule:
- VIP Reception: 5:30pm–6:30pm
- Main Epicurean Experience: 6:30pm–9:00pm
- After Party & Retro Speakeasy Lounge: 9:00pm–Midnight
VIP and general admission tickets include access to the After Party. This is a 19+ event. All ticket sales are final and non-refundable.
Location:
Sun Peaks Centre
3200 Village Way
Sun Peaks, BC
Community Connections
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 →
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 →
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304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3
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