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What We Do

Unique solutions for every client

Wealth & Retirement Consultants, Serving Western Canada

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation.

The clients we serve seek Tax Planning, Risk Management, Wealth Management, Retirement, Estate Planning, and Succession planning advice

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.

Who We Are

You can count on us

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.

Our Service Commitment to You

As a client you can expect:

  • Regularly scheduled in-office, in-home or phone meetings
  • Video-conferencing
  • Live Support during business hours
  • After hours support till 8pm MST
  • Direct contact with William 
  • Ongoing comprehensive file reviews
  • Personal Plan – annual updates using industry leading software
  • Priority response to emails & phone calls
  • First to receive Federal and Provincial budget updates
  • Portfolio re-balancing – as required
  • Holistic planning for immediate family members

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.

Preferred Contact Method

I am a self – employed professional, looking forward to my retirement dream.As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updates my plan on a regular basis.For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay.As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
-JS
Professional
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