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Peters Wealth Management

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Last Updated On

Oct. 8, 2024, 2:17:10 p.m.

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1447 Ellis Street

V1Y 2A3KelownaBritish Columbia

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Listing ID

40850050

About Peters Wealth Management

Independently owned and operated and headquartered out of Kelowna, BC, Peters Wealth Management has over 20 years of experience serving Kelowna and communities throughout Western Canada. Peters Wealth Management is a fully licensed boutique financial advisory firm dedicated to your success by providing access to three world-class wealth management services, insurance brokerage se, and a leading-edge digital platform. Our team provides customized Wealth Management, Insurance, Tax, Retirement, Intergenerational Wealth Transfer Strategies, Estate, and Succession Strategies. Leading the way, building relationships, dedicated to your success in life. PLEASE NOTE THAT WE ARE NOT AFFILIATED WITH ANY OTHER FIRM UTILIZING "PETERS WEALTH MANAGEMENT."



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Opening Hours

Monday

8:00 a.m. - 5:00 p.m.

Tuesday

8:00 a.m. - 5:00 p.m.

Wednesday

8:00 a.m. - 5:00 p.m.

Thursday

8:00 a.m. - 5:00 p.m.

Friday

8:00 a.m. - 5:00 p.m.

Saturday

10:00 a.m. - 5:00 p.m.

Sunday

Closed


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