As Your Wealth Grows, So Should Your Expectations
Wealth is more than just a number in your bank account. It’s opportunity, freedom, peace of mind. It’s being able to live life on your own terms, with the people you love. At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized approach. From retirement planning to risk mitigation, tax strategies and investment management services, our professional wealth advisors help you set and achieve your financial goals. Discover the peace-of-mind that comes from working with your professional wealth advisor at Precision Wealth Management.
Gradually Re-Opening Our Office
Following the protocols outlined in BC’s Restart Plan – Phase Two, we are gradually re-opening our office. At this time, we will have limited administration staff in the office, and our Advisors will continue working from home offices.
Stay informed on changing market conditions—visit our special resources section that draws on the experience our firm has in dealing with market volatility.
Estate planning
Financial Planning
Insurance analysis
Portfolio Analysis
Retirement Planning
Tax Planning
Comprehensive Financial Solutions
Financial planning is all about securing the best possible future for you and your family – next week, next year and even for the next generation. We take a holistic look at your financial picture to protect your assets, build towards your financial goals and avoid the potential pitfalls along the way.
Service and Investment Options the Banks Just Can’t Offer
You have your unique goals and aspirations. So why limit your opportunities to the cookie-cutter offerings found within a bank? We shop the world for the top-performing investments and offer personalized service that looks out for your best interest first.
A Wealth Management Plan Tailored for You
From your first consultation with Precision Wealth Management, you’ll enjoy a direct relationship with your personal professional wealth advisor, who will work side-by-side with you to make the best possible financial decisions for your unique situation.
Together, we develop your Personal Wealth Plan, charting a clear course for your future. So go ahead and live wealthy, we’ll help get you there.
I’ve seen the rest of your life through the eyes of others.
We can guide you.
Our Mutual Fund Dealer
Precision Wealth Management is registered with FundEX Investments Inc., a global company that allows us to offer our clients an unparalleled range of options which are never limited to proprietary products.
FundEX Investments provides independent financial advisors with mutual funds, offering a unique flat fee investment platform to help financial advisors and their clients be more successful. Founded in 1995, FundEX is built on one core value: to encourage the independence of the nation’s financial advisors and revolutionize the industry. Today, FundEX proudly supports Precision Wealth Management and more than 700 other financial advisors with more than 14 billion in assets.
From the Live Wealthy Blog
Saving Tax is a Year-Round Exercise
Spring is the time when taxes are top of mind as personal income tax returns are due. Did you…
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Phase Two of BC’s Restart Plan: Gradually Re-Opening our Office
Starting Tuesday May 19th, we are gradually re-opening our office. The health of our clients, couriers, staff and advisors,…
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Do You Have Visibility Over Your Cash Flow?
Regardless of your life stage or income level, creating a personal cash flow statement can be a valuable exercise….
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Take the first step and discover how we can help you live wealthy.