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Our Team
Cliff Broetz
Senior Account Representative
Manulife Securities Investment Services Inc.
President
Precision Wealth Management Ltd.
cliff at precisionwealth dot ca
Cliff Broetz joined the financial planning industry in the mid nineties. After 20 years of investing his own money, he turned a lifelong passion into a successful and rewarding career. Working today as an independent advisor with Manulife Securities Investment Services Inc., Cliff has been able to blend his background in economics with his unending enthusiasm for understanding the money management world, into a highly personalized service for the investors of Vancouver and Vancouver Island.
Cliff takes pride in his working history. He has spent many years helping families and people with wealth accumulation, preservation and income strategies. Cliff prefers the more personal contact he has working with a smaller practice and he says the personal contact 'lets me forge strong client centered relationships that are communicative and in the end results driven.' With a new added focus in the practice of helping the Business Professional, Executive and High Net Worth client with creative tax advantaged investing we now serve two distinct client segments.
At Precision Wealth Management we work with the whole financial picture. Our company takes care of our clients and we will work on a variety of different financial levels to find precisely the right financial solutions for you. "Our business has a multi-generational, goal oriented focus that really looks at your long term financial success. To do this I have to understand the sum of your financial parts." This is the philosophy that built the foundation for Precision Wealth Management. Our clients find us through referrals, and to me this is the ultimate validation that we're doing a good job.
Stuart Kirk, CIM
Senior Account Representative
Manulife Securities Investment Services Inc.
Wealth Advisor
Precision Wealth Management Ltd.
stuart at precisionwealth dot ca
Stuart is a Wealth Advisor with Precision Wealth Management. He joined Precision Wealth Management as an associate in January 2009. Stuart works with clients to develop their retirement income plans. His number one focus is asset protection. He also writes a financial column, "Where it Counts" for the Parksville Qualicum News.
Stuart has 20 years experience in the financial services industry including 6 years as a broker Consultant with Liberty Life in South Africa and 10 years as a Regional Sales Manager with Franklin Templeton Investments consulting to investment advisors in British Columbia. He holds the Chartered Investment Manager (CIM), portfolio management designation from the Canadian Securities Institute.
He is married with two children; he and his family immigrated to Canada in 1998 and are extremely proud to be Canadian citizens. Stuart played provincial soccer and was a member of the South African Army soccer team during his two years of conscription. He coaches and referees soccer and enjoys golfing, fishing, yoga and mountain biking in his spare time.
Tracy Levirs, RDA
Associate
tracy at precisionwealth dot ca
Tracy has stayed with Precision Wealth Management after 7 years of service with the previous proprietor. Tracy's background is in the banking and accounting fields.
Tracy is fully licensed in Insurance products and has completed the Registered Deposit Agent's (RDA) course with the Registered Deposit Brokers Association (RDBA). She is extremely knowledgeable in the area of GIC's and retirement products.
Tracy enjoys the relationships that she has built with our existing clients helping them attain their investment goals.
Louise Kirk
Client Service Manager
Louise joined Precision Wealth Management in December 2008 as a client service manager. Before joining Precision she was the Registrar at an independent school in Vancouver. Louise is married with two children; her family immigrated to Canada in 1998 and are extremely proud to be Canadian citizens.
She enjoys yoga, reading and walking her dog in her spare time.
Leanne MacKenzie
Executive Assistant
leanne at precisionwealth dot ca
Leanne has been with Precision Wealth Management for the past 10 years. She brings years of banking and administration experience to our company. Leanne is fully licensed in Insurance Products and oversees the vast administration duties for our company.
She is knowledgeable and extremely attentive to all of our client's needs. As our lead administrator she is diligent in her attention to detail.
She is knowledgeable and extremely attentive, but perhaps Leanne's best asset is her relationship with our clients. Leanne has established a real bond with Precision clients, helping to create the family atmosphere that surrounds our company.
Jessica Broetz
jessica at precisionwealth dot ca
Jessi joined Precision Wealth in 2011 after graduating with her business degree from Vancouver Island University. She currently manages the client services model and coordinates client meetings and reviews.
Jessi will be pursuing her first licensing courses in 2013 and looks forward to delivering more to clients as her industry education evolves.