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Wealth

Plan with Purpose & Confidence

Wealth Management

Wealth management at Peters Wealth Management goes far beyond investments. It’s a personalized, strategic process built around your goals, risk tolerance, and life stage. From retirement planning to legacy preservation, we help you organize and grow your financial life with clarity and care. Our use of industry-leading tools, deep analysis, and a collaborative approach ensures every decision supports your long-term success.
Strategic Planning
Strategic Planning
Set clear goals and design a personalized financial roadmap.
Financial Growth
Financial Growth
Tools, research, and tailored strategies to grow your wealth.
Retirement & Legacy
Retirement & Legacy
Build security for the years ahead and leave a lasting impact.
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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.

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.

Peters Wealth Management Logo

Office

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

Let's Talk