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At Precision Wealth Management,

At precision wealth management, we help you protect and grow your financial assets through a unique, highly personalized approach.

From retirement and tax planning to risk mitigation and ongoing investment oversight delivered through our partnership with Q Wealth Partners, our advisors work alongside you to set and achieve your financial goals, and keep you on track as life evolves. Serving clients across Canada and around the world, We’re committed to a real relationship with an advisor who’s dedicated to your long-term goals.

 Investment

 Risk Mitigation

 Tax Planning

 Retirement

What We Do

Service and Investment Options
the Banks Just Can’t Offer

Through Precision Wealth Management and our affiliated entities, you have access to:

Investment management is provided through our partnership with Q Wealth Partners. Insurance, GIC, and banking products are offered through Precision Wealth Advisory Services Ltd., a separate legal entity from Precision Wealth Management Ltd.

What We Do

Service and Investment Options
the Banks Just Can’t Offer

Through Precision Wealth Management and our affiliated entities,
you have access to:

Financial Planning

A comprehensive look at your complete financial picture. We help you set clear goals, manage cash flow, and build a roadmap that grows with you.

Learn More About The Financial Planning Service

Tax Planning

Strategic guidance to minimize your tax burden and keep more of what you earn — year-round, not just at tax time.

Learn More About The Tax Planning Service

Estate Planning

Thoughtful planning to protect your assets and ensure your wealth transfers to the people and causes that matter most to you.

Learn More About The Estate Planning Service

Retirement Planning

Whether retirement is decades away or just around the corner, we help you build the income and security you need to enjoy it on your terms.

Learn More About The Retirement Planning Service

Portfolio Analysis

(delivered through our partnership with Q Wealth Partners)
‍In-depth review and management of your investments, aligned with your risk tolerance and long-term objectives.

Learn More About The Portfolio Analysis Service

Insurance Planning

(through Precision Wealth Advisory Services Ltd.)
‍Protecting you and your family from the unexpected, with coverage solutions tailored to your life stage and needs.

Learn More About The Insurance Planning Service

GIC Brokerage and Manulife Bank Accounts

(through Precision Wealth Advisory Services Ltd.)
‍Access to competitive guaranteed investment options and banking solutions to complement your overall wealth strategy.

Learn More About GIC Brokerage and Manulife Bank Accounts

Drop us a line.

We’re here to help you
navigate your financial journey.

Head Office:

147 Harrison Ave,
P.O. Box 1950 Parksville,
BC V9P 2H7

Contact:

info@precisionwealth.ca
250.954.0247
866.954.0247

Hours:

Monday - Friday
8:30 am - 4:00 pm

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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