William Peters

Planning With Purpose & Integrity - Licensed in BC, AB, SK, & MB

William Peters is the CEO of Peters Wealth Management & Insurance Solutions, located in Kelowna, BC. With more than two decades of experience in the industry, he leads a fully licensed boutique financial planning firm dedicated to supporting families through insurance, wealth management, trust estate planning, tax planning, and charitable legacy planning. Each service is handled in-house, ensuring personalized attention and care for each family’s unique needs. It is important to note that we are solutions based, and will not sell nor promote a product or service if not needed.

Families appreciate the comprehensive and complimentary financial planning offered by William and his team. Their commitment to open communication is reflected in their availability via email, text, and mobile six days a week, fostering a supportive environment for clients. With a focus on compassionate care, William values building lasting relationships and creating tailored plans that honor each family's legacy and individual circumstances.