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We Put the Care in Financial Care

Education/Disability​

Estate Planning

Education/Disability​

Home Ownership​

Retirement Planning​

Wealth Management

Insurance

Tax Planning

How We Can Help!

Our team is committed to improving the bottom line outcome(s) of all working members of the Canadian family through the Value of Advice. This is what separates us from other financial institutions.

We will provide a comprehensive complimentary review of your current situation which will complement the work your accountant or other professionals provide to ensure your best interests are served.

Please call or email us for your complimentary review of your personal or business matters, all at no obligation.

Education/Disability

Estate Planning

Cash Management

Home Ownership

How We Can Help!

Our team is committed to improving the bottom line outcome(s) of all working members of the Canadian family through the Value of Advice. This is what separates us from other financial institutions.

We will provide a comprehensive complimentary review of your current situation which will complement the work your accountant or other professionals provide to ensure your best interests are served.

Please call or email us for your complimentary review of your personal or business matters, all at no obligation.

Retirement Planning

Wealth Management

Insurance

Tax Planning

About Us

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.

Service Commitment

Licensed Provider

Insurance Provider

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.

Our Insurance Partners

Don’t see your carrier of choice? We have over 20 other partners. Ask Us!

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