Precision Wealth
Family Office
Precision Wealth
Family Office
Grow, Protect and Transition
Sustainable Family Income & Wealth,
with Precision.
let's connect
Welcome to the Precision Wealth Family Office, growing, protecting and transitioning sustainable income & wealth, with precision.
It’s about you, your family, your business interests, your real estate, your investments and your community. It’s about working together. It’s about hard work and making thoughtful pro-active decisions.  It’s about celebrating your milestones, reflecting on all that you are thankful for and making a meaningful impact on your community. 
Getting there isn’t easy, nor is the continued path of nurturing the next phase of growth while protecting against unforeseen events.  It’s about the continuous transition of both income and wealth, on a sustainable basis, for generations to come. The table is set and everyone is welcome.
If you’re seeking sophisticated, highly personalized guidance, we would be pleased to meet with you and explore the priorities that matter most to you and your family.
We are a family focused wealth advisory boutique that provides customized, tax-efficient, financial planning, business planning, retirement and estate planning services.
As a multi-family office, we serve a select number of higher-net-worth families with proactive, comprehensive, multi-generational guidance.
let's connect
What’s foremost on your mind today?
Higher net worth families, high income professionals and busy entrepreneurs all share a much higher level of complexity that needs to be navigated in a pro-active, tax-efficient, forward-thinking manner.
Taxation
Paying too much tax today and in the years to come?
Building Wealth
How best to allocate savings and profits?
Taxation
Paying too much tax today and in the years to come?
Taxation
Paying too much tax today and in the years to come?
What’s foremost on your mind today?
Higher net worth families, high income professionals and busy entrepreneurs all share a much higher level of financial complexity that needs to be navigated in a proactive, tax-efficient, forward-thinking manner.
Do you have concerns about:
Taxation
Paying too much tax today and in the years to come?
Building Wealth
How best to allocate savings & profits?
Your Investment Portfolio
How best to structure your investment portfolio so that it meets the goals of your financial plan in the lowest risk and most optimal manner?
Your Corporate Structure
Is it complex to understand and hard to navigate?
Retirement
How best to transition into retirement and draw from multiple income sources so that you have a low risk, tax-efficient income?
Risk Management
How to identify, prioritize and manage risks across different types of assets (your business, your rental properties, your personal properties, your investments) on a multi-generational basis?
Business Transition
How best to transition your business to the next group of leaders and owners?
Wealth Transition
How best to structure your Will and Estate Plan so that your heirs receive both income and assets in a protected, flexible and tax-efficient manner?
People Transition
How best to prepare the next generation to manage wealth responsibly?
Your Lasting Legacy
How best to meet your charitable giving goals?
What’s foremost on your mind today?
Higher net worth families, high income professionals and busy entrepreneurs all share a much higher level of financial complexity that needs to be navigated in a proactive, tax-efficient, forward-thinking manner.
Do you have concerns about:
Taxation?
Paying too much tax today and in the years to come?
Building Wealth?
How best to allocate savings & profits?
Your Investment Portfolio?
How best to structure your investment portfolio so that it meets the goals of your financial plan in the lowest risk and most optimal manner?
Your Corporate Structure?
Is it complex to understand and hard to navigate?
Retirement?
How best to transition into retirement and draw from multiple income sources so that you have a low risk, tax-efficient income?
Risk Management?
How to identify, prioritize and manage risks across different types of assets (your business, your rental properties, your personal properties, your investments) on a multi-generational basis?
Business Transition?
How best to transition your business to the next group of leaders and owners?
Wealth Transition?
How best to structure your Will and Estate Plan so that your heirs receive both income and assets in a protected, flexible and tax-efficient manner?
People Transition?
How best to prepare the next generation to manage wealth responsibly?
Your Lasting Legacy?
How best to meet your charitable giving goals?
Life is complex and so too may be your financial picture.
How can we best assist you today?
To help you work through this complexity, we break things down into smaller pieces while ensuring that all aspects of your financial plan are connected in a thoughtful, proactive manner.  With over 100 years of combined wealth management experience, we have developed specific, proven processes to help you work through this complexity to create clear and concise strategies to help you achieve all of your personal, financial and lifestyle goals.
Financial Planning Services
Discretionary Portfolio Management Services
Family Office Services
Financial Planning Services
You can engage us to work with you for specific financial planning, retirement planning, business transition planning or estate planning on a fee for service basis.
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Discretionary Portfolio
Management Services
Q Wealth is a registered Portfolio Manager who  manages your personal and corporate investment portfolio on a discretionary basis.  QW Portfolio Managers  build and manage tax-efficient, risk adjusted portfolios designed to meet the unique needs and outcomes of your custom financial plan.  To achieve the best results, the portfolio is always an outcome of the plan.  Doug and Lynda are also  registered Portfolio Managers of Q Wealth Partners.
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Family Office Services
On an ongoing basis, we can help you proactively plan all aspects of your family income and wealth strategy across multiple generations.  This may include buying, selling or transitioning properties, business or investment assets to achieve a wider range of family objectives and outcomes.
LET's connect
We are a wealth management boutique that provides comprehensive services to a smaller group of families on a multi-generational basis.
Who We Are
Precision Wealth is a multi-advisor, multi-disciplined Canadian wealth management boutique. The Precision Wealth Family Office is a service offering from Precision Wealth Management comprised of the most senior wealth advisors of Precision Wealth, providing more comprehensive planning wealth management services to higher net worth families on a multi-generational basis.  This practice group is co-led by Douglas Nelson and Lynda Harris providing services to clients across Canada.
Douglas V. Nelson
B.Comm.(hons.), CFP®, CLU®, MFA®, CIM®, RWM®, FDFS®.
Senior Wealth Advisor, Co-Lead, Precision Wealth Family Office
Portfolio Manager, Quintessence Wealth
Lynda J. Harris
CFP®, CIM®, RWM®
Senior Wealth Advisor, Co-Lead, Precision Wealth Family Office
Portfolio Manager, Quintessence Wealth
James McInnis
CFA®
Managing Partner, Precision Wealth Management Family Office
Senior Portfolio Manager, Investment Strategist, Quintessence Wealth
Jake Steele
CIM®
Managing Partner, Precision Wealth Management
Portfolio Manager, Quintessence Wealth
Christopher Briggs
RRC®, CIM®
Managing Partner, Precision Wealth Management
Portfolio Manager, Quintessence Wealth
Iwona Nicastri
CFP®, CLU®, CIM®
Wealth Advisor, Managing Partner, Precision Wealth Management
Associate Portfolio Manager, Quintessence Wealth
Lynda and Doug are registered Portfolio Managers of Q Wealth Partners. Q Wealth is a registered Portfolio Management firm who manages your personal and corporate investment portfolio on a discretionary basis. QW Portfolio Managers build and manage tax-efficient, risk adjusted portfolios designed to meet the unique needs and outcomes of your custom financial plan. To achieve the best results, the portfolio is always an outcome of the plan.
Master Your Retirement:
How to fulfill your dreams with
peace of mind.
This 10th Anniversary edition of Doug Nelson’s Master Your Retirement contains vital information for anyone saving for or enjoying retirement today, and now includes an all-new chapter on issues and strategies for the incorporated small business owner.
This book is about drawing the right amount of income from each source at the right time so that you achieve real results. If you want to have the most income today so you can do all the things you most want to do with the confidence and security of knowing your portfolio won’t disappear due to normal market fluctuations, you need to read this book.
PURCHASE NOW
See what industry experts
have to say about
Master Your Retirement
Retirement is not one big leap of faith but a combination of many different steps. Doug has truly mastered retirement income planning.



Alan Rowell, MFA, DFA, 
Tax Services Specialist, President, The Accounting Place
The culmination of Doug Nelson’s expertise in successful wealth planning is thoughtfully laid out in this updated version of Master Your Retirement. Retirees and near-retirees needing effective and proven strategies to manage their income and savings in a tax-efficient manner throughout the different phases of retirement would be well-served reading this easy-to-understand informative book.

Joel Schlesinger
Money Matters Columnist, Winnipeg Free Press
Family Office FAQ
let's connect
What is a family office?
What is a multi-family office?
Who is Precision Wealth Management?
Who are Doug Nelson & Lynda Harris?
Why do you provide financial planning services
on a fee for service basis?
How is your approach different?
Who is Q Wealth Partners?
What should I be looking for in a
financial advisory team?
What is the Master Your Retirement book?
We’re here to help you
navigate your financial journey.
Head Office
147 Harrison Ave, P.O. Box 1950
Parksville, BC V9P 2H7
Contact
info@precisionwealth.ca
250.954.0247
866.954.0247
Hours
Monday - Friday
8:30 am - 4:00 pm
Let's Connect
Disclosures
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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Precision Wealth Management
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