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Live Wealthy

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.

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. Discover 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

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Tax Planning
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Estate Planning
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Portfolio Analysis
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Insurance Planning
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Retirement Planning
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Financial Planning
Our Wealth Team

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

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VIEW PROFILE

Cliff Broetz, CSA

Wealth Advisor, Leader of Strategic Development

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Christopher Briggs, RRC®, CIM®

Wealth Advisor, Managing Director

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Carly Broetz, BBA

Wealth Advisor, Managing Director

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Jake Steele

Wealth Advisor, Managing Director

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Iwona Nicastri, CFP®

Wealth Advisor, Managing Director

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Natalie Holloway, CFP®

Wealth Advisor

Insights & Resources

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

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

2.60%

on a 5 year GIC

Success Stories

We Measure Ourselves by the Success of Our Clients

Connect With Us

We Look Forward to Meeting You

Address:
147 Harrison Ave, P.O. Box 1950
Parksville, BC V9P 2H7
View on Google Maps

Email:
info@precisionwealth.ca

Phone:
250.954.0247

Fax:
250.954.0257

© 2021 Quintessence Wealth.
All rights reserved.