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, where he worked from September 19, 2016 until Nov 14, 2022. He was senior member of the investment team co-managing over $3 billion in client assets. He also served as the lead Portfolio Manager of the BCV North American Equity Fund. He worked enthusiastically with multiple advisors and managed ~600 client relationships.
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 12 and Nia 16) and enjoys coaching their sports and spending time at the family cottage.
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.
As a Wealth Advisor at Precision Wealth Management, Chris provides peace of mind to individuals, families, and businesses through a vast array of financial planning (Tax, Retirement, Insurance, Income, and Estate Planning). He excels at thinking creatively to produce solutions to client’s goals or problems and help them to better understand how the often-complex world of finance relates to their investments, but also how everything is linked to their goals.
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 founding partner of PWM, often quotes “We’ve seen the rest of your life through the eyes of others. We can guide you”.
Chris is currently a Registered Retirement Consultant, or RRC, and is diligently studying to attain the Chartered Investment Manager designation through the Canadian Securities Institute on his way to become a Portfolio Manager. 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 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. Their hobbies include camping, fishing, boating, hockey, hikes, the outdoors, and campfires with family.
After more than a decade’s experience at a top Financial Planning firm in Richmond, BC, Iwona decided to move her practice to Vancouver Island for a better work-life balance. Today, she serves as a dedicated and forward-thinking Certified Financial Planner with Precision Wealth – one who believes that life-long learning should be a natural component of her career in finance.
As such, she is on the path to become a Chartered Life Underwriter (CLU) and Chartered Investment Manager (CIM). Iwona cares deeply about her clients’ short- and long-term success, as well as the role she plays in that process.
Born in Poland, Iwona’s parents moved their family to Canada when she was 5 in the hopes of providing better opportunities for their children. She has stayed close to her roots, and spent 5 years as a board member for the Polish-Canadian Dance Society. She and her husband of 7 years, Vito, have two children: Franco, 5, and Antonella, who is 3 years old. In her free time, she enjoys travel, trying new cuisines and spending quality time with her family.
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.
February 13, 2024