William Peters
268 Elgin Way SE T2Z 4T4 Calgary, AB, Canada

Professional Wealth Management is only one aspect. Consider this? Many water cooler conversations focus on ROR (Rate of Return) but fail to consider the tax consequences, and how you are being taxed? A time tested concept is "Time In The Market", not "Timing The Market". The latter may provide temporary gains, however, in the long term, the steady hand... will always win the day. See more

Our second office is now open. Providing holistic planning, Specializing in advanced Tax, Wealth, Insurance, and Estate planning. Looking to expand your business, need capital, we can help you plan for your success. Located at 304 - 1447 Ellis Street, Kelowna, BC V1Y 2A3 Office Hours: Monday - Friday 8 am - 4:30 pm 587- 707 - 9553 [email protected]... [email protected] See more

No fiscal anchor in November budget update says, Trudeau. Surprise, Surprise, Can run, but can't hide forever.

What happens to a home or mortgage when someone dies? What about your estate implications? Many Canadians don't know. This is a must-read. Educate yourself, then for heaven's sake, get your affairs in order. Die intestate (meaning dying without a valid will), the province in which you live has its own rules and regulations. Seek professional advice before the unthinkable happens.

One death is too many as the side effects of Coivd take hold. Lawyers, funeral homes, marriage counselors, and counselors in general are busier than ever. Don't know where to turn, we can help. https://financialcare1.com/starting-over-separation-divorc/

The Canada Revenue Agency (CRA) announced today the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts owed by the CRA to individuals and corporations. These rates will be in effect from October 1, 2020 to December 31, 2020. https://www.canada.ca//interest-rates-fourth-calendar-quar

Our clients in BC have encouraged Peters Wealth Management to expand its footprint in beautiful Kelowna. You asked, and we listened. Stay tuned. Want to know more? Please contact us at www.financialcare1.com

Please read this post as my account has been hacked. If anyone tries to contact you, claiming to be me, please contact me through my web page contact link.

Open post to all former IG Wealth Management clients previously serviced by William Peters, and my team. I occasionally have received calls from my former clients asking why I did not call them when I had resigned from IG Wealth Management? The simple truth is this. It broke my heart leaving our clients behind whom we considered to be part of our extended family, hence, it was the hardest decision I had to make. When I resigned September 06th, 2018, my non-compete clause w...as now legally in effect, hence, I was not allowed to contact you as this would have triggered unintended consequences for both our clients, and Peters Wealth Management. The wonderful news, my non-compete clause is no longer in effect, hence, we can now contact each and every client of IG Wealth Management. If you would like to reconnect, or perhaps you are looking for a new relationship, we would welcome you to give us a call, get re-acquainted, and see where this road takes us? We do not focus on Wealth or Insurance as many do but provide comprehensive holistic planning to all. We specialize in Advanced Tax, Wealth, Risk Management, Charitable Giving, Estate, and Succession strategies. In closing, we are great-full for our past experience(s) while with IG Wealth Management and with each and every client we served. We are fully licensed in AB, BC, SK, and MB, so no matter where you are, we are here to serve you. Please visit www.financialcare1.com, and follow us on Twitter, Facebook, and LinkedIn. We truly wish you the very best for the road that lies ahead. Sincerely William, & The Peters Wealth Management Team See more

"If it is too good to be true, It almost always is". https://www.canada.ca//beware-schemes-promise-large-tax-de

Green Energy Reality Check: It's Not as Clean as You Think | Manhattan Institute https://www.manhattan-institute.org/mines-minerals-and-gree A MUST READ. What an eye-opener! Educate yourself, then share.