Live Wealthy

Jim has been working in the investment management industry focusing on high net worth clients since 2006, firstly as a research analyst covering a variety of sectors and then as a Portfolio Manager and Fund Manager.  

Prior to joining PWM and QW, Jim was Portfolio Manager and Head of US Equities at BCV Management for six years.

Prior to BCV Asset Management, Jim worked at Cardinal Capital Management Inc. for 10 years and was part of the investment management team overseeing over $2 billion of client assets. He started as an analyst and quickly assumed responsibility for sectors including Consumer, Industrials, and then eventually also Technology, and later promoted to Vice President Investments & Portfolio Manager.

Prior to joining Cardinal, Jim worked at Investors Group in their corporate head office in the Financial Analysis department.  Jim began his career in the financial sector in 1999 at BMO.

In addition to his Chartered Financial Analyst designation, Jim holds a Bachelor of Commerce (Honours) degree in Finance from the University of Manitoba. He is a member of the Winnipeg CFA society and the CFA institute in Charlottesville, Virginia.

Jim is also a past Board member of the Manitoba Chapter of the Make a Wish Foundation (Formerly Children’s Wish Foundation), and also served on their National Finance Committee. Jim is a proud father of two children (Tristan and Nia) and enjoys coaching their sports and spending time at the family cottage.

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Advisor Location: Winnipeg, MB

With over 15 years experience as a Wealth Advisor in the financial industries of London, Montreal and Toronto, Jake spent the last 8 years of his career managing a team of globally-minded traders in the city of Vancouver. Today, he uses his financial expertise to help his clients at Precision Wealth take their investment portfolios to the next level.

As a Wealth Advisor, Jake believes strongly in the importance of understanding his clients’ unique situations, as well as educating them on the nuances of any financial investment strategy. In his own words, “an educated and engaged client will then be ready to weather the storms of the market, stick with the plan, and stay invested long term.”

After growing up in Tsawwassen, Jake became passionate about competitive swimming. He swam for both the University of British Columbia and the Canadian National Team, representing his country at many international events. Today, he enjoys reading, surfing, skiing, golfing and travelling. Jake and his wife are grateful to have moved to such a scenic, beautiful community, and look forward to raising their family here.

Being in the industry as an advisor since May of 2004 Chris has the experience from working with many different clients with a variety of different goals, and as Cliff, the founder of PWM, often quotes “We’ve seen the rest of your life through the eyes of others. We can guide you”.

Chris has obtained his Chartered Investment Manager (CIM©) designation through the Canadian Securities Institute and has his Registered Retirement Consultant (RRC©) designation. He enjoys the collaboration at PWM and being an equity owner in the company, as opposed to the time he spent being an employee of a major financial institution. Today, his clients have become his “employers” with a priority of being there when his clients need him most, and an endless search for better ways to service clients. Chris approaches every situation from a goals-based planning perspective first and foremost, and backfills with recommendations on solutions after he gets to genuinely know the humans he's dealing with.

Chris enjoys the smaller, tight-knit community that the area offers.

His immediate family includes his spouse, Heidi, his son Asher, and their Lab/Cane Corso/Shepherd dog, Maverick. He was a rescue from Northern Saskatchewan.

As parents to his son Asher, Chris and Heidi are passionate about living a morally rich life wherein they teach Asher while learning about life alongside him. They continue the journey of betterment in their lives, whether it be through diet, exercise, social activities, etc. Their hobbies include camping, fishing, boating, hockey, hikes, the outdoors, and campfires with family.

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With a focus on financial and estate planning, Iwona Nicastri brings extensive expertise to her clients across the Lower Mainland and Vancouver Island. Since entering the industry in 2007, she has specialized in working with business owners, families, and individuals, providing customized strategies that empower her clients to make informed decisions and secure their financial future.

Holding advanced designations as a Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP), Iwona is passionate about lifelong learning and continuously seeks opportunities to expand her knowledge. Her deep understanding of insurance and wealth planning allows her to deliver comprehensive, holistic strategies tailored to each client’s unique needs.

Beyond her professional commitments, Iwona is an active community leader and currently serves as Vice President of the Oceanside Youth Football Association. Volunteering and supporting local initiatives are core to her values. Alongside her husband, Mike, and their three children—Antonella, Franco, and Leighonna—she enjoys traveling, exploring new destinations, and spending quality time together as a family. Recently, Mike and Iwona have taken up golfing, blending their love for adventure with some friendly competition.

Iwona’s dedication to her family, clients, and community shapes everything she does. Whether working with business owners or guiding families through comprehensive financial and estate planning, she offers personalized strategies that align with her clients’ goals and values. Her priority is building strong, lasting relationships rooted in trust, expertise, and care—ensuring every client feels confident and supported throughout their financial journey.

As a Professional Wealth Advisor at Precision Wealth, Carly helps people manage their money, coaching them in various areas that best suit themselves and their families over the long-term.

Carly has a Bachelor of Business Administration, and after university she moved to Vancouver to get into the automotive industry. At the time, she thought that was her true passion. By chance, she took a job instead with an investment fund company. Now, she is happy to stay in the finance industry for the long-term. Carly considers it the best decision she ever made, since it allows her to split her time between two of her favourite places—Nanoose Bay and Vancouver. This blend of time in a small community and expansive city allows her to get the best of both places. In her free time, Carly enjoys anything outside—especially when it is on the water!

Precision Wealth is based on the core values of competence, integrity, caring and a strong work ethic. This caring among colleagues, Carly says, is truly at the heart of Precision Wealth. Carly and the Advisor team work together to provide the best client experience—striving for the lowest costs and best risk adjusted returns.