Peters Wealth Management
Financial Services - Kelowna, British Columbia, Canada
Peters Wealth Management Employees
Peters Wealth Management Details
Our mission at Peters Wealth Management is to provide every client we serve, with a written financial plan which is dynamic, and updated as your needs change.Our practice serves, Farmers, Professionals, Small Businesses, LLP, Corporations, and Retirees.Our team provides a holistic planning process which covers Tax Planning, Cash-Flow, Wealth Management, Risk Management, Insurance, Education, Debt, Retirement, Estate, and Succession Planning.We do not replace your existing professional relationships, but rather work with them to provide you, the client, with the best outcome possible.For our more complex planning needs, we coordinate with our support team and partners comprised of CPA'S, CFP'S, Risk Management Specialists, Advanced Tax & Estate Planning Specialists.This approach provides our clients with a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs. You can count on Peters Wealth Management for strength, stability, experience, and financial partnerships.We provide our planning services throughout British Columbia, Alberta, Saskatchewan, and Manitoba.I offer investment products and referral programs through my association with HUB Capital Inc., a mutual fund dealer and member of the Mutual Fund Dealers Association of Canada. HUB Capital has offices across Canada and provides access to many of the leading investment management firms in Canada. For additional information regarding HUB Capital, please visit www.hubcapital.ca. Peters Wealth Management is fully licensed in BC, AB, SK, & MB.
Peters Wealth Management Technologies
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