Precision Wealth Management is pleased to welcome Iwona Nicastri to our Advisory team effective September 1, 2017.
Iwona brings years of experience, an established client base and her high values and ethics into the firm. She is thrilled to make Oceanside the new home for herself and her family and looks forward to helping PWM with its growth plan.
Cliff Broetz, CSA, Senior Wealth Advisor, Leader Strategic Development
As President of Precision Wealth Management, Cliff has turned a life-long love for business, math and people into a successful career in wealth management. He believes that values, not credentials, make the biggest difference, and ensures that Precision Wealth is based on the core values of competence, integrity, caring and a strong work ethic. Read Cliff Broetz Bio
On April 17 our Advisory team attended a full day learning event in Vancouver. We had the chance to…
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read morePrecision Wealth Management is delighted to add Jake Steele to our Advisory team effective November 1, 2017.
Jake brings many…
On May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd.,…
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read moreFeb 6, 2018 our family celebrated our 20th anniversary of the day we landed as permanent residents in Canada.
Louise, the…
This past year has truly been one of change for us. As much as the long term plan has…
read moreThe Story of Precision Wealth Management
It was approaching the mid 1990’s and I had left a working relationship with…
Precision Wealth Management is thrilled to announce our very own Iwona Nicastri has been selected by Wealth Professional as…
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