Live Wealthy

Providing financial expertise since 1996
Wealth is more than just a number in your bank account.
It’s opportunity, freedom, peace of mind. It’s being able to live life on your own terms,
with the people you love.
Introducing
Precision Wealth
Family Office
It’s about you, your family, your business interests, your real estate, your investments and your community. It’s about working together. It’s about hard work and making thoughtful pro-active decisions. It’s about celebrating your milestones, reflecting on all that you are thankful for and making a meaningful impact on your community. 

Who We Are

As Your Wealth Grows, So Should Your Expectations

At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized approach. From retirement planning to risk mitigation, tax strategies, and investment management services, our professional wealth advisors help you set and achieve your financial goals. Serving clients across Canada and worldwide, we are dedicated to delivering the peace of mind that comes from working with your professional wealth advisor at Precision Wealth Management.

What We Do

Service and Investment Options the Banks Just Can’t Offer

Our Wealth Team

We understand the unique balancing act that living wealthy requires in our own lives.

Insights & Resources

The Latest from the Live Wealthy Blog, Financial Calculators, and Today's GIC Rates

Reminder: 2025 Prescribed Rate Loan Interest Payment due by January 30, 2026

January 22, 2026

Clients who are a party, either as a borrower or lender, to a prescribed rate loan are reminded that interest outstanding relating to the 2025 year must be paid in full by Friday, January 30, 2026.

Client Resources

We want you to excel, and live your best life—fully. We have compiled an extensive list of resources and financial calculators to help you navigate your wealth journey.
Earn

3.61%

on a 5 year GIC
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We’re here to help you
navigate your financial journey.
While our head office is proudly located in Parksville, British Columbia, our experienced advisors are located in key cities across Canada — including Vancouver, Abbotsford, Vernon, and Winnipeg — allowing us to serve clients nationwide and internationally. No matter where you are, Precision Wealth is here to help you navigate your financial future.
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