Education Savings

In Uncertain Times: A Renewed Focus on Alternatives?

May 26, 2025

A recent report from the World Gold Council suggested that demand for gold remained “insatiable” throughout 2024, hitting new record highs

Spring Training? The Health & Wealth Connection

May 13, 2025

In Canada, while we are fortunate that our social system helps cover many healthcare costs, there are still tangible financial effects. For instance, quitting a $5-per-day smoking habit could save $1,825 annually, an amount that could grow to around $150,000 over 30 years with a 6 percent annual return.

Tax Season Once Again: In Brief, Recent Notable Changes

April 10, 2025

The CRA is providing additional time for taxpayers reporting capital gains to meet tax filing obligations and will grant relief from late-filing penalties and interest until June 2, 2025, for individuals and until May 1, 2025, for trust filers.

Aging Meaningfully

February 28, 2025

A significant part of fulfillment often stems from having your life organized in a way that aligns with your expectations and values.

Start Now To Make 2025 Less Taxing...

February 20, 2025

Here are a handful of reminders to start the year:

Investing Resolutions for 2025: Find Your Retirement Purpose

January 8, 2025

As we begin a new year, have you considered that planning for the ‘what’ in retirement may be just as important as planning ‘how’ to get there? Many of us work hard, save consistently and invest wisely to achieve financial security in retirement

Perspectives on the Value of Advice

December 9, 2024

In today’s investing world, the range of low-cost options has expanded significantly, alongside access to new investing platforms, giving investors more choices than ever before

FHSA Carryforward Rules — Not All Registered Plans Are the Same

November 29, 2024

When the FHSA is opened, the account holder is able to contribute $8,000 in annual participation room. Any unused amounts can be carried forward to the following year, but only to a maximum of $8,000 and subject to a lifetime limit of $40,000. This differs from the Tax-Free Savings Account (TFSA) and Registered Retirement Savings Plan (RRSP) where unused contribution room is carried forward indefinitely (or until age 71 for the RRSP) — there is no limit.

Empowering Future Generations Through Financial Literacy

November 14, 2024

In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve.

Tapping the Registered Education Savings Plan (RESP)

October 23, 2024

Do you have a child headed to college or university? Congratulations! Now is the time to tap into the fruits of your labour: the RESP.

TFSA: Do You Have Unused Contribution Room?

January 27, 2022

The 2022 TFSA dollar limit is $6,000. This brings the total lifetime contribution limit to $81,500 for those eligible. Do you have an unused contribution room?

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Location

147 Harrison Ave, P.O. Box 1950
Parksville, BC V9P 2H7

Contact

info@precisionwealth.ca
250.954.0247

Hours

Monday - Friday
8:30 am - 4:00 pm

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Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Precision Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Precision Wealth Management. Note that individuals from Precision Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Precision Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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