Peters Wealth Management Revenue

Financial Services • Kelowna, British Columbia, Canada • 1-10 Employees

Peters Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Peters Wealth Management

William Peters

Chief Executive Officer / Senior Advisor

Company overview

Headquarters	Ellis St, 304 – 1447, Kelowna, British Columbia BC V1Y 2A3, CA
Phone number	+12507183030
Website	financialcare1.com
NAICS	52
Keywords	Estate Planning, Retirement, Wealth Management, Risk Management, Tax Planning, Financial Planning
Employees	1-10
Socials

About Peters Wealth Management

Our mission at Peters Wealth Management is to provide every client we serve, with a written financial plan which is dynamic, and updated as your needs change. Our practice serves, Farmers, Professionals, Small Businesses, LLP, Corporations, and Retirees. Our team provides a holistic planning process which covers Tax Planning, Cash-Flow, Wealth Management, Risk Management, Insurance, Education, Debt, Retirement, Estate, and Succession Planning. We do not replace your existing professional relationships, but rather work with them to provide you, the client, with the best outcome possible. For our more complex planning needs, we coordinate with our support team and partners comprised of CPA’S, CFP’S, Risk Management Specialists, Advanced Tax & Estate Planning Specialists. This approach provides our clients with a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs. You can count on Peters Wealth Management for strength, stability, experience, and financial partnerships. We provide our planning services throughout British Columbia, Alberta, Saskatchewan, and Manitoba. I offer investment products and referral programs through my association with HUB Capital Inc., a mutual fund dealer and member of the Mutual Fund Dealers Association of Canada. HUB Capital has offices across Canada and provides access to many of the leading investment management firms in Canada. For additional information regarding HUB Capital, please visit www.hubcapital.ca. Peters Wealth Management is fully licensed in BC, AB, SK, & MB.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Peters Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Peters Wealth Management has never raised funding before.

Frequently asked questions

Peters Wealth Management is located in Kelowna, British Columbia, CA.

You can reach Peters Wealth Management at +12507183030.

Peters Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Peters Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Peters Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Peters Wealth Management

William Peters

Chief Executive Officer / Senior Advisor

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