Precision Wealth Management is delighted to add Jake Steele to our Advisory team effective November 1, 2017.
Jake brings many years of financial market experience as well as his high values and commitment to excellence.
Jake and his wife look forward to many years of life and work in the mid island area.
Cliff Broetz, CSA, Wealth Advisor
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
It was Heraclitus who 2500 years ago observed that “Nothing endures but change.” In our times, change is happening…
read moreWe are growing to serve you better! Precision Wealth Management is delighted to welcome Ron Hickey, the newest Wealth…
read morePrecision Wealth Management is thrilled to announce our very own Iwona Nicastri has been selected by Wealth Professional as…
read morePrecision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office…
read moreFeb 6, 2018 our family celebrated our 20th anniversary of the day we landed as permanent residents in Canada.
Louise, the…
While I am far from a poet, I would consider myself an Islander, having spent the first quarter century…
read moreIs Friday the 13th a frightening day? Not to us. On this particular one we announce a major shift…
read morePrecision Wealth Management is pleased to welcome Iwona Nicastri to our Advisory team effective September 1, 2017.
Iwona brings years…
On May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd.,…
read morePrecision Wealth Management is pleased to announce the launch of our GIC centre on the main website. Please look…
read more
