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Peters Wealth Management
address:1447 Ellis St #304,
Kelowna BC, V1Y 2A3tel:5877079553fax:website:employees:~ 1 employees work at this location -
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BUSINESS DESCRIPTION
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, insurance brokerage, 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.FIND JOBS IN CANADA
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