Wealth management at Peters Wealth Management goes far beyond investments. We work with business owners, incorporated professionals, high net worth individuals and families, and others with more complex financial priorities. Our process is personalized and strategic, designed around your goals, risk tolerance, business interests, family priorities, and long term plans. From wealth accumulation and retirement planning to estate considerations and intergenerational transfer, we help bring the different parts of your financial life into better alignment. Our use of professional planning tools, detailed analysis, and a collaborative approach helps support complex financial decisions and a more coordinated strategy for preserving and transferring wealth.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.