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Service Commitment
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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.
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.
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.
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 planning their legacy, or charitable giving.
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.
Getting the most out of your money
To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly. Learn More
Insurance
Protect What Matters Most? We have you covered!
Individual, Small Business, & Corporate Risk Management
Life, (DI) Disability, (CI) Critical Illness, (LTC) Long Term Care, Group Benefits & Savings Plans
Taxes don’t have to be so taxing
We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.
The right guidance at the right time
We can help you figure out how much you need to save to achieve your future financial goals and secure your preferred retirement lifestyle.
Planning for your estate
We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.
Our alternative to traditional banking
Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.
We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.
The right choices for your changing life
Our full suite of life insurance and living benefits products can help protect your loved ones throughout all life’s adventures.
Getting the most out of your money
To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly.
Insurance
Insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.
Taxes don’t have to be so taxing
We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.
The right guidance at the right time
We can help you figure out how much you need to save to achieve your future financial goals and secure your preferred retirement lifestyle.
Planning for your estate
We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.
Our alternative to traditional banking
Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.
We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.
Learn More
The right choices for your changing life
Our full suite of life insurance and living benefits products can help protect your loved ones throughout all life’s adventures.
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!
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.
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.
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! 🤗
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!
