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, RDB, Senior Wealth Advisor, Leader of 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
Feb 6, 2018 our family celebrated our 20th anniversary of the day we landed as permanent residents in Canada.
Louise, the…
On April 17 our Advisory team attended a full day learning event in Vancouver. We had the chance to…
read morePrecision Wealth Management is pleased to announce the arrival of Carly Broetz. Carly joins the growing financial advisory team at our office…
read moreThis past year has truly been one of change for us. As much as the long term plan has…
read moreOn May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd.,…
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 welcome Shannon Benoit to our firm. Shannon comes to us with considerable client…
read morePrecision Wealth Management is pleased to announce the launch of our GIC centre on the main website. Please look…
read moreWhile I am far from a poet, I would consider myself an Islander, having spent the first quarter century…
read moreThe Story of Precision Wealth Management
It was approaching the mid 1990’s and I had left a working relationship with…
