→ William Peters

Peters Wealth Management is a Kelowna, British Columbia-based advisory firm serving business owners, incorporated professionals, high-net-worth individuals, families, and individuals seeking coordinated financial guidance. Its approach is personal and relationship-focused, beginning with an understanding of each client’s priorities and financial circumstances. The firm develops strategies and coordinates implementation with clients’ accountants, lawyers, and other professional advisors.

Services span insurance, wealth planning, retirement, estate planning, and advanced financial planning. Insurance offerings include life insurance, living benefits, mortgage protection, and business insurance. The firm also helps clients protect and preserve wealth, plan for tax efficiency, manage risk, and prepare for business succession and intergenerational wealth transfer. Its work is designed to address connected personal and corporate needs rather than provide isolated solutions.

Peters Wealth Management emphasizes long-term relationships, clear guidance, and service without sales quotas. The firm serves clients in Kelowna and throughout British Columbia, offering consultations and access to tools and educational content.