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Peters Wealth Management

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Kelowna, Canada

financialcare1.com
Finance broker· Insurance broker· Investment company· Financial consultant· Health insurance agency· Life insurance agency· Tax consultant

Peters Wealth Management Reviews | Rating 5 out of 5 stars (8 reviews)

Peters Wealth Management is located in Kelowna, Canada on 1447 Ellis St #304. Peters Wealth Management is rated 5 out of 5 in the category finance broker in Canada.

Address

1447 Ellis St #304

Phone

+1 5877079553

Service options

Online appointmentsOn-site services

Amenities

Gender-neutral toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Barb Kotte

I have known William for many years. Gives great personal service and goes out of his way to help you with any personal issues that might arise in your life - positive or negative! Always stays in touch and goes that extra mile! I have recently switched to Williams’ new company and they absorbed my transfer fees for me! This was very much appreciated. Keep up your great service Will!

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Scott Robertson

An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!

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Olivier Godin

A strong team that will help you reach your goals. I've worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He's always just a phone call or email away!

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Evelyn Smith

William has been our financial planner for the past 8 years, not only for my husband and I but also for our adult kids. We hear from him regularly, by email or phone, always asking if there is anything he can help us with. We rarely ever received these courtesy calls from our previous planners! He is very dedicated to his clients and truly cares about the small things that really matter to us. Thank you so much William.

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Christina Laposa

I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.

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Menno Siemens

We appreciate the care and advice we get from Peters wealth Management and good performance from the funds we have invested in their Company. Meno & Marge

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Ryan Copithorne

You are not just a number here, these people take a deep interest in all aspects of your family's well being.

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Leonardo BC

Honest, dedicated to his clients, reliable and based on Christian values, one of the best financial planners in the city.

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