Precision Wealth Management (PWM) has joined the QWealth Partnership, with the $280 million AUM firm representing QWealth’s initial foray onto Vancouver Island.
Is Friday the 13th a frightening day? Not to us. On this particular one we announce a major shift … not frightening at all, in fact, very exciting. A harbinger of great things ahead.
Today is the day we officially partner with Quintessence Wealth. A new engine in behind our company.
A Whole Host of Advantages
A shift to this new model brings us a whole host of advantages. Gone are the higher costs of a traditional investment dealership relationship. Gone is […]
Starting Tuesday May 19th, we are gradually re-opening our office. The health of our clients, couriers, staff and advisors, and our families are of the utmost importance. We are taking measures to align with the protocols set by the Provincial Medical Officer, in Phase Two of BC’s Restart Plan.
It is important to note that while we will be open, we are still respecting Social Distancing rules. In addition:
We prefer to run meetings through phone or video conference, unless it’s imperative the meeting be in […]
It was Heraclitus who 2500 years ago observed that “Nothing endures but change.” In our times, change is happening faster than ever.
Here at Precision Wealth Management, we’ve been undergoing rapid changes over the past 3 years. We believe that these changes are crucial, in order to adapt to the evolving needs of our clients. To that end, we’ve welcomed a new generation of advisors to the team. They bring a fresh perspective and insights from other parts of the […]
Precision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office in Parksville.
Carly comes to Precision Wealth from Fidelity Investments of Boston Massachusetts, and was based in their Vancouver office. Fidelity is one of the largest investment asset management companies in the world.
Carly brings her energy and client relationship skills to our company. She looks forward to collaborating with our team of financial advisors in delivering wealth management services to Parksville, […]
Precision Wealth Management is thrilled to announce our very own Iwona Nicastri has been selected by Wealth Professional as one of Canada’s top young professionals.
Here are some details from the article:
What makes a wealth professional a Young Gun? It is their contributions to the industry at a young age, the products they’ve developed, the leadership roles they’ve taken on, the awards they’ve won?
The answer is all of the above – and then some. The 2019 Wealth Professional Canada Young […]
While I am far from a poet, I would consider myself an Islander, having spent the first quarter century of my life on Vancouver Island. In 2012, following the completion of my Business Degree, my wife Jackie (girlfriend at the time) convinced me to hop the pond and move to Vancouver with her. In hindsight, it was one of the best decisions that I’ve ever made, but at the time I only agreed with a fuss. That is in […]
We are growing to serve you better! Precision Wealth Management is delighted to welcome Ron Hickey, the newest Wealth Advisor to join our firm.
Ron brings a depth of valuable experience in the financial industry. He is looking forward to working with our Wealth Advisors to bring our clients the very best financial solutions available.
Why did he choose us? One important reason he says, “is the desire to move forward with an independent firm—one that focuses on the […]
Precision Wealth Management is pleased to announce the launch of our GIC centre on the main website. Please look at banner at the top for Today’s GIC Rates. We update daily. We will add an option to have you sign up for a weekly email showing best rates of the week.
As Registered Deposit Brokers we can offer you the best GIC rates from dozens of major financial institutions. Because we are independent, we have access to many institutions and […]
On May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd., which has been a core investment manager utilized by our firm for many years. It is no secret that their returns have been phenomenal for well over 4o years so this visit was about learning Mawer’s process and their company culture.
The advisory team was treated to a sit down with Mawer’s president Michael Mezei, Director and Portfolio Manager Greg Peterson, […]