Skip to content

Peters Wealth Management & Insurance SolutionsFinancial advisor in Kelowna, BC

Peters Wealth Management & Insurance Solutions is a financial advisor at 1447 Ellis St, Kelowna, BC V1Y 2A3, ranked #13 of 34 investment advisors in Kelowna and rated 5.0 from 27 Google reviews. Open Monday and Tuesday and Thursday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Peters Wealth Management & Insurance Solutions
Address1447 Ellis St, Kelowna, BC V1Y 2A3Get directions
Phone(250) 718-3030
Websitewilliampeters.ca
HoursMonday and Tuesday: 8 AM – 5 PM; Thursday and Friday: 8 AM – 5 PM; Saturday: 10 AM – 3 PM
Google rating5.0 from 27 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyadditional Google category
  • Investment Advisorsadditional Google category

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for Peters Wealth Management & Insurance Solutions
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
WednesdayClosed
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
Saturday10 AM – 3 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Peters Wealth Management & Insurance Solutions

How is Peters Wealth Management & Insurance Solutions ranked in Kelowna?

Peters Wealth Management & Insurance Solutions is ranked #13 of 34 investment advisors in Kelowna by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Peters Wealth Management & Insurance Solutions’ hours?

Peters Wealth Management & Insurance Solutions is open Monday and Tuesday and Thursday to Saturday. Its listed hours are Monday and Tuesday, 8 AM – 5 PM; Thursday and Friday, 8 AM – 5 PM; Saturday, 10 AM – 3 PM. On Saturdays it is open 10 AM to 3 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Peters Wealth Management & Insurance Solutions serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Peters Wealth Management & Insurance Solutions?

Peters Wealth Management & Insurance Solutions has a rating of 5.0 from 27 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Peters Wealth Management & Insurance Solutions?

Call Peters Wealth Management & Insurance Solutions on (250) 718-3030. The business is at 1447 Ellis St, Kelowna, BC V1Y 2A3. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Peters Wealth Management & Insurance Solutions? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Peters Wealth Management & Insurance Solutions compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Peters Wealth Management & Insurance Solutions (this business)—635.0 (27)YesNo
Safe Harbour Financial Solutions Inc. - Twyla Hardham - Certified Financial Planner#11635.0 (30)NoNo3.7 km
Benewealth Strategies Inc#12634.9 (30)NoNo0.3 km
Co-operators#14613.9 (67)NoNo2.1 km

See all 34 ranked investment advisors in Kelowna