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

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 […]

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Precision Wealth Management

ANNOUNCEMENT: Changes at Precision Wealth Management

It was Heraclitus who 2500 years ago observed that “Nothing endures but change.” In our times, change is happening faster than ever.

Here at Precision Wealth Management, we’ve been undergoing rapid changes over the past 3 years. We believe that these changes are crucial, in order to adapt to the evolving needs of our clients. To that end, we’ve welcomed a new generation of advisors to the team. They bring a fresh perspective and insights from other parts of the […]

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financial advisors parksville - carly broetz

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, […]

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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 […]

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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 […]

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Ron Hickey Wealth Advisor Parksville

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 […]

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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 […]

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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, […]

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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 […]

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