Our team
Service and Investment Options
the Banks Just Can’t Offer
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.
Drop us a line.
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
While our head office is proudly located in Parksville, British Columbia, our experienced advisors are located in key cities across Canada — including Vancouver, Abbotsford, Vernon, and Winnipeg — allowing us to serve clients nationwide and internationally. No matter where you are, Precision Wealth is here to help you navigate your financial future.

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