Iwona Nicastri Named to Young Guns 2019 ListCliff Broetz, CSA, RDB, Senior Wealth Advisor, Leader of Strategic Development
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 Guns list aims to capture a selection of the most promising young stars in the industry. The list is not a ranking because, with so many variables, it would be like comparing apples to oranges. The reality is that there are many superb young professionals in the industry, and they all have different qualities that make them stand out.
After reviewing numerous nominations from advisors, clients and industry professionals for this year’s Young Guns list, one thing is clear: These emerging stars have identified the challenges facing them and are addressing them head-on to ensure the stability and growth of the industry well into the future.
Although the title may suggest Iwona is new to the industry, she in fact has almost 12 years of experience helping clients reach their financial goals.
Iwona’s success stems from her strong ethics and client focused approach. She specializes and Retirement and Estate Planning for Families and Business Owners.