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
Set clear goals and design a personalized financial roadmap.
Financial Growth
Tools, research, and tailored strategies to grow your wealth.
Retirement & Legacy
Build security for the years ahead and leave a lasting impact.
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
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Nancy Nadeau, CCO
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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.
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Office
Peters Wealth Management
304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3
304–1447 Ellis St, Kelowna,
BC, Canada, V1Y 2A3