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Blog Kelowna Tax Planning
Providing clarity around taxation.
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Taxation, whether provincial, federal, or municipal, can be very complex and is one Canadians will have to address throughout their working and retirement years. We also recommend you should work with a trusted tax professional of your choosing.
Our team will provide a financial plan which incorporates tax planning which will provide clarity where there is complexity, and present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation.
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.
Taxation, whether provincial, federal, or municipal, can be very complex and is one Canadians will have to address throughout their working and retirement years. We also recommend you should work with a trusted tax professional of your choosing.
Our team will provide a financial plan which incorporates tax planning which will provide clarity where there is complexity, and present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when transferring to the next generation.
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.
Buying a Home
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.
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 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.
Minimize your payable taxes
Every Business comes with a different set of challenges. We can help you minimize your tax payable by showing you what you can claim now, and identify strategies that can help you pay less the least amount of tax in the future.
Minimize your payable taxes
Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person(s), with the goal of:
Reduce the risk for the next generation
You should consider your intended beneficiaries, how your assets are transferred upon death and provide for the payment of any estate income tax. Estate planning can respond to these consider ations.
Learn More
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.
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 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.
Minimize your payable taxes
Every Business comes with a different set of challenges. We can help you minimize your tax payable by showing you what you can claim now, and identify strategies that can help you pay less the least amount of tax in the future.
Minimize your payable taxes
Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person(s), with the goal of:
Reduce the risk for the next generation
You should consider your intended beneficiaries, how your assets are transferred upon death and provide for the payment of any estate income tax. Estate planning can respond to these considerations.
Learn More
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!
