- 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.
- All Banking, Wealth Management & Insurance Solutions are exclusively provided through Hub Financial, Hub Capital Inc.
- Peters Wealth Management is fully licensed in BC, AB, SK, & MB, and complies with the MFDA, and all regulatory bodies.
What we do
Unique solutions for every client
Our Team offers you 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. When you work with our team, you also enter into a relationship. You can count on Peters Wealth Management to provide trusted value of advice, giving you the confidence that you will life the live you richly imagine.
Financial Plan Components
Your financial planning toolkit
We recognize the importance of planning for retirement, and the need to provide quality of advice. We find that this segment of client has a unique set of challenges, such as losing as spouse, failing health, or lack of financial resources.
We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.
We want to hear from you.
You deserve the value of a personal, lasting relationship.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.