As your Cafa team, we understand the challenges the farming, and ranching communities face. Peters Wealth Management’s role is to provide a holistic plan covering Taxes, Cash Flow, Investments, Debt, Insurance, Hedging, Retirement, and a fully vetted succession plan.
We build a relationship with your CPA, Lawyer, and act as your quarterback for everything in between.
Our practice does not exceed fifty to seventy-five client/advisor relationships at any one time. Our goal is to create a high-quality experience to support your immediate needs and your long term goals.
When needed with have CPA’S & Legal Professionals in your communities, we can refer you to.
Clients have direct access to their advisor, 8 am – 8 pm, six days a week.
Member: Mutual Fund Dealers Association
Life, A&S, Seg Funds Licensed in all four Western Provinces
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Consultant in Wealth Management, Tax Planning, Estate Planning, Succession, and Insurance Services