Our Team

We understand the unique balancing act that living wealthy requires in our own lives.
A team is only as strong as its weakest member, which is why at Precision Wealth, every member of our Wealth Team is an experienced and trusted member of the financial services industry. After all, we aren’t just expert financial advisors – we understand the unique balancing act that living wealthy requires in our own lives. Our skill, understanding and experience will ensure that your financial plan and portfolio are designed with your individual long-term goals and financial security in mind.

Get to know the members of our Wealth Team below.
James McInnis
CFA
Managing Partner, Precision Wealth Management; Senior Portfolio Manager, Investment Strategist, Quintessence Wealth
James McInnis
CFA
Managing Partner, Precision Wealth Management; Senior Portfolio Manager, Investment Strategist, Quintessence Wealth

Jim has been working in the investment management industry focusing on high net worth clients since 2006, firstly as a research analyst covering a variety of sectors and then as a Portfolio Manager and Fund Manager.  

Prior to joining PWM and QW, Jim was Portfolio Manager and Head of US Equities at BCV Management, where he worked from September 19, 2016 until Nov 14, 2022. He was senior member of the investment team co-managing over $3 billion in client assets. He also served as the lead Portfolio Manager of the BCV North American Equity Fund. He worked enthusiastically with multiple advisors and managed ~600 client relationships.

Prior to BCV Asset Management, Jim worked at Cardinal Capital Management Inc. for 10 years and was part of the investment management team overseeing over $2 billion of client assets. He started as an analyst and quickly assumed responsibility for sectors including Consumer, Industrials, and then eventually also Technology, and later promoted to Vice President Investments & Portfolio Manager.

Prior to joining Cardinal, Jim worked at Investors Group in their corporate head office in the Financial Analysis department.  Jim began his career in the financial sector in 1999 at BMO.

In addition to his Chartered Financial Analyst designation, Jim holds a Bachelor of Commerce (Honours) degree in Finance from the University of Manitoba. He is a member of the Winnipeg CFA society and the CFA institute in Charlottesville, Virginia.

Jim is also a past Board member of the Manitoba Chapter of the Make a Wish Foundation (Formerly Children’s Wish Foundation), and also served on their National Finance Committee. Jim is a proud father of two children (Tristan 12 and Nia 16) and enjoys coaching their sports and spending time at the family cottage.

Jake Steele
CIM®
Managing Partner, Precision Wealth Management; Associate Portfolio Manager, Quintessence Wealth
Jake Steele
CIM®
Managing Partner, Precision Wealth Management; Associate Portfolio Manager, Quintessence Wealth

With over 15 years experience as a Wealth Advisor in the financial industries of London, Montreal and Toronto, Jake spent the last 8 years of his career managing a team of globally-minded traders in the city of Vancouver. Today, he uses his financial expertise to help his clients at Precision Wealth take their investment portfolios to the next level.

As a Wealth Advisor, Jake believes strongly in the importance of understanding his clients’ unique situations, as well as educating them on the nuances of any financial investment strategy. In his own words, “an educated and engaged client will then be ready to weather the storms of the market, stick with the plan, and stay invested long term.”

After growing up in Tsawwassen, Jake became passionate about competitive swimming. He swam for both the University of British Columbia and the Canadian National Team, representing his country at many international events. Today, he enjoys reading, surfing, skiing, golfing and travelling. Jake and his wife are grateful to have moved to such a scenic, beautiful community, and look forward to raising their family here.

Christopher Briggs
RRC®, CIM®
Managing Partner, Precision Wealth Management; Portfolio Manager, Quintessence Wealth
Christopher Briggs
RRC®, CIM®
Managing Partner, Precision Wealth Management; Portfolio Manager, Quintessence Wealth

Being in the industry as an advisor since May of 2004 Chris has the experience from working with many different clients with a variety of different goals, and as Cliff, the founder of PWM, often quotes “We’ve seen the rest of your life through the eyes of others. We can guide you”.

Chris has obtained his Chartered Investment Manager (CIM©) designation through the Canadian Securities Institute and has his Registered Retirement Consultant (RRC©) designation. He enjoys the collaboration at PWM and being an equity owner in the company, as opposed to the time he spent being an employee of a major financial institution. Today, his clients have become his “employers” with a priority of being there when his clients need him most, and an endless search for better ways to service clients. Chris approaches every situation from a goals-based planning perspective first and foremost, and backfills with recommendations on solutions after he gets to genuinely know the humans he's dealing with.

Chris enjoys the smaller, tight-knit community that the area offers.

His immediate family includes his spouse, Heidi, his son Asher, and their Lab/Cane Corso/Shepherd dog, Maverick. He was a rescue from Northern Saskatchewan.

As parents to his son Asher, Chris and Heidi are passionate about living a morally rich life wherein they teach Asher while learning about life alongside him. They continue the journey of betterment in their lives, whether it be through diet, exercise, social activities, etc. Their hobbies include camping, fishing, boating, hockey, hikes, the outdoors, and campfires with family.

Iwona Nicastri
CFP®, CLU
Wealth Advisor, Managing Partner
Iwona Nicastri
CFP®, CLU
Wealth Advisor, Managing Partner

After more than a decade’s experience at a top Financial Planning firm in Richmond, BC, Iwona decided to move her practice to Vancouver Island for a better work-life balance. Today, she serves as a dedicated and forward-thinking Certified Financial Planner with Precision Wealth – one who believes that life-long learning should be a natural component of her career in finance.

As such, she is on the path to become a Chartered Life Underwriter (CLU) and Chartered Investment Manager (CIM). Iwona cares deeply about her clients’ short- and long-term success, as well as the role she plays in that process.

Born in Poland, Iwona’s parents moved their family to Canada when she was 5 in the hopes of providing better opportunities for their children. She has stayed close to her roots, and spent 5 years as a board member for the Polish-Canadian Dance Society. She and her husband of 7 years, Vito, have two children: Franco, 5, and Antonella, who is 3 years old. In her free time, she enjoys travel, trying new cuisines and spending quality time with her family.

Carly Broetz
BBA
Wealth Advisor, Managing Partner
Carly Broetz
BBA
Wealth Advisor, Managing Partner

As a Professional Wealth Advisor at Precision Wealth, Carly helps people manage their money, coaching them in various areas that best suit themselves and their families over the long-term.

Carly has a Bachelor of Business Administration, and after university she moved to Vancouver to get into the automotive industry. At the time, she thought that was her true passion. By chance, she took a job instead with an investment fund company. Now, she is happy to stay in the finance industry for the long-term. Carly considers it the best decision she ever made, since it allows her to split her time between two of her favourite places—Nanoose Bay and Vancouver. This blend of time in a small community and expansive city allows her to get the best of both places. In her free time, Carly enjoys anything outside—especially when it is on the water!

Precision Wealth is based on the core values of competence, integrity, caring and a strong work ethic. This caring among colleagues, Carly says, is truly at the heart of Precision Wealth. Carly and the Advisor team work together to provide the best client experience—striving for the lowest costs and best risk adjusted returns.

Cliff Broetz
CSA
Wealth Advisor, Leader of Strategic Development
Cliff Broetz
CSA
Wealth Advisor, Leader of Strategic Development

Cliff has turned a lifelong 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. Bringing peace of mind to his clients, and being there for them, is the most rewarding part of what he does.

As the founder of Precision Wealth Management, Cliff has advised clients through many significant financial and life changes. This wealth of experience and insight continues to benefit our firm and clients in his role as leader of strategic development.

In his free time, Cliff enjoys mountain biking, scuba diving, travel, home repair and spending time with his family and dogs. He enjoys the abundant natural scenery, pace and quality of his community. In order to build upon those foundations, he supports various community organizations, including Loaves & Fishes, a local food bank.


Natalie Holloway
CFP®
Wealth Advisor
Natalie Holloway
CFP®
Wealth Advisor

With over 37 years in the financial service industry, 16 as a Certified Financial Planner, I approach managing client’s financial plans and portfolios with the firm belief that their money is their money. I have extensive knowledge and experience in all disciplines of financial planning and am an expert in retirement income planning. I strongly believe that each client’s goals are different and should be treated with the individual attention they deserve.

I was born and raised in southern Saskatchewan and was instilled with the hard-working values of a prairie family. I began my career as a stenographer to the branch manager in a small-town bank. After working my way up and studying to achieve my Certified Financial Planning designation I took a step outside the box and moved to the Cayman Islands and became the first ever Relationship Manager to the Cayman Islands Chamber of Commerce Pension Plan. I was responsible for spearheading the total overhaul of The Plan to better suite the plan member’s and sponsor’s needs and goals.

In 2007 I moved back to Canada to beautiful Vancouver Island. My greatest achievement is the success of my family – 2 daughters, 2 son-in laws, 2 grandsons, 1 granddaughter – all in Saskatchewan.

I have been a member of the committee for the bi-annual Oceanside fundraiser for Ovarian Cancer “The Lunch” and currently serve as co-chair. I volunteer as an exam scorer for FP Canada marking exams for candidates writing to achieve their Certified Financial Planning designation. After spending most of my career in the corporate world of banks I look forward to being a part of the team at Precision Wealth Management and ensuring that client’s financial plans and portfolios are designed with their long-term goals and financial security in mind.

Tom Aldridge
QAFP, CEBS
Group Insurance Specialist
Tom Aldridge
QAFP, CEBS
Group Insurance Specialist

With over 25 years of experience in the financial service across Canada, Tom spent the last 13 years of his career building an individual wealth management and pensions practice for a global mutual fund manufacturer.  

His only goal is to help his clients, along with Precision Wealth clients to capture and execute valuable compensation strategies. Total Compensation Systems can sound intimidating. Salary expense ratios, group pricing structures, group salary extension, executive compensation, CIRP. The list of fancy terms and jargon cannot be understood by even the most of creative thinkers.  

Tom takes even the most complex of corporate strategies to compensate owners and staff and explains them in plain language that people can understand.The outdoors is where Tom lives. Whether its boating, sailing to fishing and snowmobiling, his best clients enjoy those same sports alongside him. Never one to miss a chance to “experience” life, you might find him trying new pastimes in local communities, taking part in festivals and fundraisers, he loves to meet people.  

He can be heard talking with strangers all over the country and always seems to make good friends wherever he goes. With a passion for leadership, process and execution, this combination can provide enormous value for owners and managers.Continuous improvement is a core value instilled over years of account management roles. This has encouraged him to continue expanding his knowledge base.  

Tom’s life partner Dama is also a partner at his previous practice, continuing the tradition of planning first mentality. They both love to travel, hang out with their animals and “experience” life, rather than going through it. 

Tracy Levirs
Client Service Manager, Licensed Insurance Assistant
Tracy Levirs
Client Service Manager, Licensed Insurance Assistant

Through her role as Client Relationship Manager, Tracy introduces, educates and guides clients through the journey of personal wealth management at PWM. She is Insurance Licensed as well as being a Registered Deposit Agent (RDA) through the Registered Deposit Broker Association for GIC’s. Her role allows her to personally help clients, from explaining the important differences between PWM and banks to helping individuals dealing with changing financial circumstances. She also enjoys discussing with prospective clients the benefits to dealing with a GIC deposit broker versus a bank or credit union.

Having lived in the Parksville area since the age of 8, Tracy enjoys the small-town feel and strong sense of community. As a proud member of this community, she has sat on the executive boards for both the District 69 Slo Pitch Society and P/Q Wallyball League as well as playing both sports for many years. Tracy also served as Treasurer for the Whiskey Creek Water District and the Parent Grad Committee in 2018 for Ballenas Secondary School when her daughter graduated.

Leanne King
Client Service Manager, Licensed Insurance Assistant
Leanne King
Client Service Manager, Licensed Insurance Assistant

As a Licensed Assistant and Client Services Manager, Leanne has been with Precision Wealth since the firm’s early days in 2001. Today, she is Insurance- and CIFC-Licensed, well as being an RDA. In addition to administrative duties, Leanne offers support and assistance to clients in a wide variety of ways. Her biggest win at Precision Wealth was making the initial decision to change careers, and help the business to grow and evolve throughout the years.

Leanne grew up in the Parksville/Qualicum area, and though she has moved several times, has never strayed far. She loves the small-town feel and oceanside location of the community, which allows her to beach comb and kayak often.

Jessica Broetz
BBA
Client Service Manager
Jessica Broetz
BBA
Client Service Manager

Jessi serves a vital role at Precision Wealth Management, carrying out key administrative duties to keep the business running smoothly and helping to keep our clients happy. With an educational background that includes both marketing and management, her skill set has positioned her to be uniquely effective in her role with the company.

Though she was born in Vancouver, Jessi grew up on the island from a very young age. She moved to Nanaimo while at University, and has been there ever since. Jessi loves the tight-knit community that creates a sense of friendliness and belonging, which is part of the reason she enjoys both living and working here. Her interests include hot yoga, swimming and travelling as often as possible.

Krista Jamieson
Client Service Manager, Licensed Insurance Assistant
Krista Jamieson
Client Service Manager, Licensed Insurance Assistant

I’ve been working in the world of personal finance since early 2014. I’ve got my CSC and Life Insurance license and am working towards becoming a Chartered Investment Manager (CIM). I moved to Vancouver Island in 2017 but even though I only spent a few years there I fell in love with it’s slower passed lifestyle and beauty but with a growing family, I decided to move back to the lower mainland to be closer to my family.

I spend my free time being active outside and enjoying the beautiful weather BC has to offer. Travelling is a passion of mine and I hope to one day complete my bucket list of must see places around the world.

Brittany Sommerfeld
Client Service Manager
Brittany Sommerfeld
Client Service Manager

As the newest member of the Precision Wealth Management Team – she brings her experience as an administrative assistant having worked in this field for more than 10 years. Being born and raised in the Oceanside area, she has many wonderful community connections here and enjoys the slow pace and simple living of Vancouver Island. In her spare time, she enjoys her family, who are all local to oceanside, farmer’s markets, gardening and antique hunting. With everything that our beautiful island has to offer, she knows that her roots will remain in Oceanside for many years to come.

Shannon Benoit
Client Service Manager, Licensed Insurance Assistant
Shannon Benoit
Client Service Manager, Licensed Insurance Assistant

I have been working in the Customer Service Industry for over 12 years and the financial industry for 4, my main goal is to always ensure that the client comes first and that they have the best experience from beginning to end.

My husband and I moved our family from Maple Ridge to Parksville in 2017 and have not looked back. We fell in love with the Island life, and you can usually find us hiking Englishman River Falls or Notch hill with our daughter and our dog! When we’re not hiking, we love to go camping and explore all that the island has to offer.

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