Health Insurance Agents à Kelowna, BC

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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."
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1708 Dolphin Avenue, Kelowna, V1Y 9S4

+1 250-763-6464
ENCOMPASS Benefits & HR Solutions is a leading independent employee benefits broker & Human Resources consulting firm.We work closely with clients to design and implement custom, cost-effective employee group health insurance, group retirement savings, Human Resources and health & wellness plans. Group Benefits Products we support our clients with: Life Insurance, Dependent Life, AD&D, Extended Health, Dental, Short Term Disability, Long Term Disability, Employee & Family Assistance Programs, Health Spending Accounts, Cost Plus, Critical Illness, Group RRSPs, Pension, Flex Plans, Optional Insurance and U.S. Benefits. We represent our client's needs first and foremost assisting with benefit cost analysis, negotiation, issue resolution and ongoing support. ENCOMPASS has relationships with ALL Canadian insurance carriers to find and negotiate the best insurance coverage and rates for our clients. Our team is here to help with all your group employee benefits, reti
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307 Banks Rd #207A, Kelowna, V1X 6A1

(250) 859-5250