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
On April 17 our Advisory team attended a full day learning event in Vancouver. We had the chance to…
read moreWe are growing to serve you better! Precision Wealth Management is delighted to welcome Ron Hickey, the newest Wealth…
read moreWhile I am far from a poet, I would consider myself an Islander, having spent the first quarter century…
read morePrecision Wealth Management is pleased to welcome Iwona Nicastri to our Advisory team effective September 1, 2017.
Iwona brings years…
It was Heraclitus who 2500 years ago observed that “Nothing endures but change.” In our times, change is happening…
read moreOn May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd.,…
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 pleased to welcome Shannon Benoit to our firm. Shannon comes to us with considerable client…
read moreFeb 6, 2018 our family celebrated our 20th anniversary of the day we landed as permanent residents in Canada.
Louise, the…
Precision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office…
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