Peters Wealth Management - Kelowna, British Columbia

Peters Wealth Management, situé à l'adresse 1447 Ellis St #304, Kelowna, BC V1Y 2A3, Canada. et accessible au numéro de téléphone 2507183030, est un acteur important dans le domaine financier. Leur site web, financialcare1.ca, fournit une mine d'informations sur leurs services.

Spécialisés dans l'assurance, le courtage financier, le conseil financier, les mutuelles de santé, les sociétés d'investissement, les compagnies d'assurance-vie et le conseil fiscal, ils offrent une gamme complète de services pour vous accompagner dans la gestion de votre patrimoine. Leur équipe d'experts est prête à vous accueillir sur place, à vous offrir des rendez-vous en ligne et même à vous assister dans d'autres langues. L'accessibilité est également une priorité pour eux, avec des installations adaptées aux fauteuils roulants, y compris des places de parking et des toilettes adaptées.

En termes de diversité et d'inclusion, Peters Wealth Management est un espace LGBTQ+ friendly. Ils offrent également des options de stationnement couvert payant, de stationnement payant et de stationnement payant dans la rue.

Avec un avis moyen de 5/5 sur la base de 14 avis sur Google My Business, il est clair que Peters Wealth Management est hautement considéré par ses clients. Leur engagement envers un service exceptionnel, leur expertise approfondie et leur approche inclusive sont autant de raisons pour lesquelles ils se démarquent dans le domaine de la gestion de patrimoine.

Avis de Peters Wealth Management

Ron Thomson

5/5

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 Porter

5/5

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 Jack

5/5

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

The Film Factory Inc (Film Factory)

5/5

The amazing team at this company always goes above and beyond. We love working with them and share their passion. They actually care about their clients. You are in amazing hands with this team!

Evelyn Smith

5/5

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.

Olivier Godin

5/5

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!

Barb Kotte

5/5

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! ?

C L

5/5

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.