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Blog Kelowna Banking Services
Banking options and solutions.
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.
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.
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.
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.
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.
Retirement Planning Consultants
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.
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.
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.
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.
Learn More
Retirement Planning Consultants
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.
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!
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