Gradually re-opening our office during Phase 2 of BC's Restart Plan

15 May

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, and our families are of the utmost importance. We are taking measures to align with the protocols set by the Provincial Medical Officer, in Phase Two of BC’s Restart Plan.
It is important to note that while we will be open, we are still respecting Social Distancing rules. In addition:

We prefer to run meetings through phone or video conference, unless it’s imperative the meeting be in […]

By Precision Wealth Management

PWM Staff share stories about working from home during COVID-19

07 May

Changing Routines under Changing Conditions: Stories from the Precision Wealth Management Team

COVID-19 has rewritten the way we live, calling for novel measures for a novel virus that has taken the world by storm. Back by popular demand, here are stories from the Precision Wealth Management team about working from home, changing routines, and finding the perseverance to continue serving clients under changing conditions.

From Tracy Levirs, Licensed Assistant/Client Service Manager …

Working from home … not something I ever thought I would be doing. It was definitely a challenge in the first […]

By Precision Wealth Management

30 Apr

Advisors Tell All about Staying Home During COVID-19

Whether you live at home alone, with roommates, a partner or family, these unprecedented times call for unprecedented measures to keep safe and prevent the spread of COVID-19. Read what our Wealth Advisors have to say about working from home as they shifted gears to continue serving their clients while balancing family during these uncertain times.

From Cliff Broetz …

I start workdays looking at Overseas markets and Futures. This typically begins very early, long before sunrise. Then I plow through […]

By Precision Wealth Management

24 Apr

Pandemic Lessons For The Young: Start an Emergency Fund

It is heartening to read some good news lately. There has been far too much news of the opposite variety during the COVID-19 pandemic, to understate the obvious. But talks of continuing to ‘flatten the curve,’ advancements in science, and gradually re-opening businesses are starting to creep into the daily news—and not a moment too soon.
One of the key financial advice takeaways I have from all this turmoil is the overwhelming need to have an emergency fund.
While it’s been […]

By Cliff Broetz, CSA, Wealth Advisor

03 Apr

Finding Activities during Social Distancing

A message from Christopher Briggs, Wealth Advisor and Managing Director on behalf of the Precision Wealth Management Team.
One thing is for certain, the novel COVID-19 has redrafted the way we live for the foreseeable future. There is no more of the hustle and bustle we’ve all become so used to.

No more early morning commute to work, or late nights at the office. No more driving kids to school. No more picking them up and going to the social centre or dance hall for after-school activities. No more […]

By Christopher Briggs, RRC®, Wealth Advisor

27 Mar

We Will Be Ready — For Now Let’s Tame this Viral Beast

Good day to all of our great clients. We do miss the regular face to face meetings. Having you in our office is truly something we miss right now. Social distancing is critical during this surreal period with the COVID-19 pandemic, and I have no doubt we will get through this. I absolutely and unequivocally believe in human ingenuity. We have what it takes to get past this so let’s all do our part, and then some.I have a considerable […]

By Cliff Broetz, CSA, Wealth Advisor

20 Mar

“Time” Will Tell

I hope this finds you all well and safe.
We are going through an unprecedented health scare. That remains the only thing we think you should be totally focused on. Defence.
We are NOT going through an unprecedented time in capital markets. For me, writing on behalf of the Precision Wealth Management team, this is my third major pullback while being in an Advisory role. And like the images below demonstrate, we’ve seen how this movie ends in the investment environment. […]

By Cliff Broetz, CSA, Wealth Advisor

Top Tips for Wealth Management in an Uncertain Economy

18 Mar

Top 3 Tips for Wealth Management Planning in an Uncertain Global Economy

At Precision Wealth Management we are strong believers that ‘living wealthy’ is a process. Rather than being about a short-term goal, it’s the result of years of smart, strategic wealth management planning, with financial partners you trust. It can be hard to know when to stay the course, and when to alter your wealth management planning strategies. This is even more the case when worldwide economies are in a time of higher-than-average flux.
Market volatility can be a stressful and […]

By Jake Steele, Wealth Advisor

16 Mar

Focus on Health and Stay Calm

A message from Cliff Broetz, Leader of Strategic Development, on behalf of the Precision Wealth Management Team.
Dear Clients,
Here we are again urging you to stay calm. To focus on health and not on financial markets. That message is now being shouted rather than whispered. I’ve attached a few articles from early (very early) reading this morning. I sincerely hope these articles help:

The U.S. Is In A Bear Market. There Could Be A Recession. But This Is Not 2008
A Frontline […]

By Cliff Broetz, CSA, Wealth Advisor

13 Mar

Market Commentary: ‘Stay Patient’

A message from Cliff Broetz, Leader of Strategic Development, on behalf of the Precision Wealth Management Team.
Dear Clients,I was recently reminded of an article I wrote in 2008, when there was a financial crisis and every day was challenging. I wrote about remaining steadfast at my desk for long hours to calm frayed nerves. If clients needed me, I was there. And the next article I wrote changed just slightly to say, ‘you will now find me working hard […]

By Cliff Broetz, CSA, Wealth Advisor