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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.

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.
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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.

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

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Office

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

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