financial advisors parksville - carly broetz

11 Jul

Financial Advisors Team in Parksville Continues to Expand

Precision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office in Parksville.
Carly comes to Precision Wealth from Fidelity Investments of Boston Massachusetts, and was based in their Vancouver office. Fidelity is one of the largest investment asset management companies in the world.
Carly brings her energy and client relationship skills to our company. She looks forward to collaborating with our team of financial advisors in delivering wealth management services to Parksville, […]

By Cliff Broetz, CSA, Senior Wealth Advisor, Leader Strategic Development

02 May

Iwona Nicastri Named to Young Guns 2019 List

Precision Wealth Management is thrilled to announce our very own Iwona Nicastri has been selected by Wealth Professional as one of Canada’s top young professionals.
Here are some details from the article:
What makes a wealth professional a Young Gun? It is their contributions to the industry at a young age, the products they’ve developed, the leadership roles they’ve taken on, the awards they’ve won?
The answer is all of the above – and then some. The 2019 Wealth Professional Canada Young […]

By Cliff Broetz, CSA, Senior Wealth Advisor, Leader Strategic Development

23 Apr

To be an Islander or not to be an Islander?

While I am far from a poet, I would consider myself an Islander, having spent the first quarter century of my life on Vancouver Island. In 2012, following the completion of my Business Degree, my wife Jackie (girlfriend at the time) convinced me to hop the pond and move to Vancouver with her. In hindsight, it was one of the best decisions that I’ve ever made, but at the time I only agreed with a fuss. That is in […]

By Ron Hickey CFA, CFP®, Wealth Advisor

27 Feb

Welcoming Ron Hickey to Our Advisor Team

We are growing to serve you better! Precision Wealth Management is delighted to welcome Ron Hickey, the newest Wealth Advisor to join our firm.
Ron brings a depth of valuable experience in the financial industry. He is looking forward to working with our Wealth Advisors to bring our clients the very best financial solutions available.
Why did he choose us? One important reason he says, “is the desire to move forward with an independent firm—one that focuses on the […]

By Stuart Kirk, CIM®, Senior Wealth Advisor

17 Jul

GIC Rates Centre

Precision Wealth Management is pleased to announce the launch of our GIC centre on the main website. Please look at banner at the top for Today’s GIC Rates. We update daily. We will add an option to have you sign up for a weekly email showing best rates of the week.
As Registered Deposit Brokers we can offer you the best GIC rates from dozens of major financial institutions. Because we are independent, we have access to many institutions and […]

By Cliff Broetz, CSA, Senior Wealth Advisor, Leader Strategic Development

14 May

A Company Culture is the Advantage

On May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd., which has been a core investment manager utilized by our firm for many years. It is no secret that their returns have been phenomenal for well over 4o years so this visit was about learning Mawer’s process and their company culture.
The advisory team was treated to a sit down with Mawer’s president Michael Mezei, Director and Portfolio Manager Greg Peterson, […]

By Jake Steele, Wealth Advisor, Managing Director

09 May

Welcoming Shannon Benoit

Precision Wealth Management is pleased to welcome Shannon Benoit to our firm. Shannon comes to us with considerable client management experience and we are delighted to have her support the advisory team. She started April 23 and we hope she will be here for many years.

By Stuart Kirk, CIM®, Senior Wealth Advisor

02 May

A Look Behind the Scenes

On April 17 our Advisory team attended a full day learning event in Vancouver. We had the chance to connect in person with top managers and strategists in the money management industry. Eight different Portfolio Managers discussed current market conditions and economic events. After a long day of deliberation, we left with extensive notes and several points to share with you.

Key Take-Aways

The 2018 outlook remains robust because of solid earnings and favourable US tax policies, but caution is needed […]

By Cliff Broetz, CSA, Senior Wealth Advisor, Leader Strategic Development

22 Feb

Our Family’s 20th Anniversary as Permanent Residents

Feb 6, 2018 our family celebrated our 20th anniversary of the day we landed as permanent residents in Canada.
Louise, the love of my life, with our two daughters Rebecca and Bronwyn emigrated to Canada from South Africa in February 1998. We were in our mid thirties with our two girls aged two years and five months. Emigrating was an extremely emotional decision. Imagine for one minute making the decision to leave your country due to violent crime and corruption, you […]

By Stuart Kirk, CIM®, Senior Wealth Advisor

15 Dec

Gratitude and Reflection

This past year has truly been one of change for us. As much as the long term plan has been crafted over numerous years, the implementation of our plan has kept us very busy. New faces, new spaces and the vision of such a great future coming together rapidly.
We welcomed Christopher Briggs as a new Advisor a year ago, this year we welcomed Tighe McMillan to help on the administration side. In September we added Iwona Nicastri as an […]

By Precision Wealth Management