Iwona Nicastri, CFP®
Wealth Advisor, Managing Director
After more than a decade’s experience at a top Financial Planning firm in Richmond, BC, Iwona decided to move her practice to Vancouver Island for a better work-life balance. Today, she serves as a dedicated and forward-thinking Certified Financial Planner with Precision Wealth – one who believes that life-long learning should be a natural component of her career in finance.
As such, she is on the path to become a Chartered Life Underwriter (CLU) and Chartered Investment Manager (CIM). Iwona cares deeply about her clients’ short- and long-term success, as well as the role she plays in that process.
Born in Poland, Iwona’s parents moved their family to Canada when she was 5 in the hopes of providing better opportunities for their children. She has stayed close to her roots, and spent 5 years as a board member for the Polish-Canadian Dance Society. She and her husband of 7 years, Vito, have two children: Franco, 5, and Antonella, who is 3 years old. In her free time, she enjoys travel, trying new cuisines and spending quality time with her family.
The Hunger Games series.Being in the financial industry, I read a lot of financial books. Sometimes, I like to unwind with a great fictional book.
Transitioning my practice from my previous firm to Precision Wealth was a HUGE undertaking – one which couldn’t have happened without the support of my clients, and the hardworking and dedicated team at PWM.
I’m a huge Excel geek and I always carry a financial calculator!
When I get something in my mind I do it and put 110% into it.