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Banking Services

Banking options and solutions

Banking Services Consultants, Serving Western Canada

At Peters Wealth Management, we are committed to building personalized solutions on an individual basis. We pride ourselves on the lasting relationships built with clients, as we work with and help guide them through their financial life. Our Consultants take the time to listen, to help articulate your dreams, goals and concerns, and then work through the options and possibilities to build the personalized approach that is right for you.

Farmers
& Ranchers

Ask us about Commercial Banking & Lending, Ag Solutions and Ag Lending Programs

It makes good business sense to protect your greatest assets – yourself and your ability to generate an income from your farm operation, a key business partner and your family.

Professionals

Ask us about our Business Banking & Lending Solutions

By working with us, professional clients receive a unique combination of investment, tax, retirement and estate reviews. As a financial professional running my own practice.

Business

Ask us about our Business Banking & Lending Solutions

While your business is doing well, you can’t afford to lose sight of the fact that one can never take things for granted. You need to think about protecting the business and its assets from a variety of factors that could harm your future prospects.

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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