250 718 3030
Blog Kelowna Estate & Succession Planning
Protect your estate.
Error: Contact form not found.
We recognize the importance of planning for estate, and wealth transfer strategies, and the need to provide quality of advice.
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.
Having an up to date Will, Legal Directives, and have a written plan, will provide the peace of mind, knowing that what matters most to you is taken care of.
We recognize the importance of planning for estate, and wealth transfer strategies, and the need to provide quality of advice.
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.
Having an up to date Will, Legal Directives, and have a written plan, will provide the peace of mind, knowing that what matters most to you is taken care of.
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.
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.
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.
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.
Setting up an estate plan that meets your needs
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.
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.
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.
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.
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.
Setting up an estate plan that meets your needs
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.
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!
