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Blog Kelowna Cash Management
Protect your cash assets.
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We recognize the importance of understanding your cash flow and what is needed to manage your household, or your business. Cash Management is needed to ensure you have what you need through to the end of life, while creating the freedom to do what you wish in retirement.
Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs.
Our written plan, will provide the peace of mind, knowing that what matters most to you is taken care of.
We recognize the importance of understanding your cash flow and what is needed to manage your household, or your business. Cash Management is needed to ensure you have what you need through to the end of life, while creating the freedom to do what you wish in retirement.
Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs.
Our written plan, will provide the peace of mind, knowing that what matters most to you is taken care of.
Debt
Canadians currently carry an estimated 1.71 in debt to every dollar earned. Much of it is high interest debt, resulting in you in not achieving your goals. We have a solution for that.
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.
Banking solutions that fit your plan
Every financial plan should have an emergency fund equal to a recommended 3-6 months of household expenses. We can show you how.
Asset management is key to growth
Tracking and growing your assets is an important component of knowing your complete financial plan.
Cash management is key to achieving your long-term goals
We’ll help you make sense of – and make the most of – all the components of your financial life.
Debt
Canadians currently carry an estimated 1.71 in debt to every dollar earned. Much of it is high interest debt, resulting in you in not achieving your goals. We have a solution for that.
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.
Banking solutions that fit your plan
Every financial plan should have an emergency fund equal to a recommended 3-6 months of household expenses. We can show you how.
Asset management is key to growth
Tracking and growing your assets is an important component of knowing your complete financial plan.
Cash management is key to achieving your long-term goals
We’ll help you make sense of – and make the most of – all the components of your financial life.
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!
