Financial Services in North Kelowna, Kelowna, BC with e-mail, opening times
Find accurate info on the best financial services in North Kelowna, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Financial Services' category in North Kelowna, Kelowna
Closed now
1447 Ellis Street, Kelowna, V1Y 2A3
(250) 718-3030
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." 
Open now
1499 St Paul St, Suite 1000, Kelowna, V1Y 9R9
(250) 979-2709
Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs.