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
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.
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
Community Connections
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
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304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3
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