Peters Wealth Management - Kelowna, British Columbia

Nat N.

Will and Nancy at Peters Wealth Management were an absolute blessing during a very challenging time for our family. Their professionalism, expertise, and genuine care made an otherwise stressful situation incredibly easy to navigate. They took the time to understand our Grandmothers needs, provided clear and concise advice, and guided us through every step of the process with patience and empathy.

Their ability to simplify complex financial matters and present us with practical solutions gave us confidence and peace of mind. It’s rare to find a team as dedicated and compassionate as Will and Nancy. We cannot recommend Peters Wealth Management highly enough for anyone seeking knowledgeable and trustworthy financial guidance. Thank you both for your exceptional support!

John & Natalie

Shannon A.

William and Nancy continue to provide exceptional investment services to my family and me. They are very knowledgeable, patient with my many questions, and always quickly and efficiently get things done! I love that we are contacted regularly with updates on our investments and have time for a friendly catch-up. William and Nancy go above and beyond excellent service and I highly recommend them!

Ron T.

My Wife and I had our portfolio with Joe Roberge at RBC Wealth Management for the past six years but it was a very frustrating experience to say the least. The only person we ever saw was Joe, we had no idea who actually handled our account but it was up a little then down then up and down again, every time we asked about the lack of performance we were given a sob story that everything was going to get better soon.
We were invited to a BBQ one day and had the good fortune to meet Will Peters, and in our conversation the subject of investing came up, we made an appointment to meet with Will at our house the following week and what a tremendous experience it was, he explained how he ran his company and his hands on approach to keep us up to date with everything concerning our account, it even went up by $106,000,00 while he was moving our account over to him.
We feel so much better with Will controlling our investments and would have no problem in recommending Peters Wealth Management to anyone looking for a diligent and quality wealth advisor.
Assuring you of our best intentions at all times,
Ron and Carol Ann Thomson.

Evan P.

Will Peters and his team are operating at the top of their game. I've personally come to learn how client focused they are, and put the best interests of their clients above all else. To my knowledge, they've never lost a client and once you've been on-boarded it's easy to see why. The team is also community focused and engage in multiple philanthropic organizations. Look no further.

Marguerite J.

I've worked together with Nancy and Will for many years and can only say that they are so good to work with. They give me good advice, they take care of my accounts, and have taken the worry out of my life when it comes to retirement. I appreciate their quick responses to my queries and their thoughtfulness towards me. They are honest, respectful and direct when discussing finances. I would recommend Peters Wealth Management to anyone looking for a great investment Advisor Company. MJ

Fran E. B.

We are very happy with Peters Wealth Management. Will is professional and Incredible at making us feel special and safe. Thank you Will!

Evelyn S.

William has been our financial planner for the past 8 years, not only for my husband and I but also for our adult kids.
We hear from him regularly, by email or phone, always asking if there is anything he can help us with. We rarely ever received these courtesy calls from our previous planners!
He is very dedicated to his clients and truly cares about the small things that really matter to us. Thank you so much William.

C L.

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.