Living Wealthy for Every Lifestyle.
At Precision Wealth Management, we know that ‘living wealthy’ means something different for everyone. Whether you’re just starting out, are raising a family, entering the retirement adventure or more, our clients’ happiness is the true measure of our success.
Read more about how we’ve helped our clients reach their goals.
We have worked with Cliff and his team for the past six years. In that time we have learned the value of diversity and patience in markets that move up and move down. During times of world volatility, Cliff provides timely updates and guidance and relies on proven methods and best practices to see the forest through the trees. We have referred the Precision Wealth Management team to some of our closest friends who have used their services and all have been very pleased with their service delivery model and the optimal results achieved.
We look forward to our future, and we enjoy sharing the financial vision that we have created as a team. Strategic thinking and planning by Cliff and his team have made that vision a reality. Their mission statement, “Your Future. Our Passion”, is most certainly a belief that they practice and demonstrate on a daily basis.
I have been with Precision Wealth, advisor Stuart Kirk, for a number of years and have been totally satisfied how my investments have been handled. In fact, after my satisfaction with Stuart Kirk, my husband’s, my son’s and my grandson’s investments have been transferred to Stuart Kirk, who we all feel is very professional, easy to talk to, has no problem explaining transactions and is a very nice person to know.
I have known Christopher Briggs for more than five years and throughout this time frame he has been my Professional Wealth Advisor. Chris is always on top of my investments and makes sure I’m always in the loop on what is transpiring in the investment world. He is very knowledgeable to the market and handles himself in a courteous well spoken way. He is a asset to the team of a professional company like Precision Wealth Management in Parksville. You would not go wrong with your investments at Precision Wealth Management as their entire team treats you with respect and dignity.
I have Power of Attorney for both my sister and mother. I needed to simplify their investments and take care of my own. Stuart came highly recommended by a friend. Meeting Stuart and having him look after various accounts for me has been a wonderful experience. Personalizing the accounts to achieve what is best for the individual, flexible service for meeting times, easy access to money and reporting, and a pleasant yet professional rapport are all things that I appreciate about Stuart. I am confident in his investment knowledge and am pleased to recommend Precision Wealth Management.
We would like to take this opportunity to thank Chris Briggs for all his individual attention to our accounts, our frequent updates, and his trip to our home to work with us.
We also appreciate his group seminars, which we have found very useful, and the open houses we have attended.
We recommend his services to anyone considering a financial advisor.
Harold and I have been very pleased with the service that we have received over the years from you and the firm. All the staff that we have been in contact with have been very friendly, professional & helpful. I appreciate the amount of contact that we have with you. I think you work hard to let us know what is happening in the market and why. I think our only complaint is that we didn’t move our business sooner, and that is on us, not you.
I first met Chris when he worked at [one of the major banks]. At that time we had a couple of conversations about how my investments weren’t doing as well as I thought they should. When he moved to [the wealth division at the same bank] I eventually moved my money with him. My investments did better there, though again, not doing as well as I had wanted. When he informed me he would be [going independent] I was a little apprehensive about moving my money from a ‘safe’, (protected) big bank to an unknown (at least to me) investment firm. In the end I decided my banking/investment relationship for over 10 years had been with Chris and he had never steered me wrong, was always honest about what options he had available to put my money into. I finally decided, once again, to move my money with him.
Since being at Precision, the returns on my investments have been much better than in previous years. Chris has been very attentive to what investments are doing well, which ones are a fit for me and which ones we should divest. I appreciate the time he takes to research, analyze and then engage with me in a conversation on how changing what we are doing makes sense in terms of my portfolio.
Chris Briggs has been our investment advisor for many years and we followed him when he joined Precision Wealth Management and as the saying goes, we have not looked back. We have always found Chris to be a very consciences and caring person, which is important to us, as it shows he is doing the best for our portfolio. He seems to have a lot of enthusiasm for his profession. I would highly recommend Chris as your investment advisor.”
Chris brings a wealth of experience and knowledge to the table. He helped me define my financial goals and has me on a path to a stable financial future.
Barbara and I moved our fairly modest Investment portfolio from one of the big banks to Chris’s firm, Precision Wealth, firstly at the suggestion of our daughter who has been with them a while. We met with Chris and were impressed by his knowledge of the market, but more by his ability to personalize an investment strategy that suited us and was clearly explained. An immediate benefit was the saving of administrative fees as compared to what we had been paying before. But even more important was the combining of the investment strategy into a layered tax strategy which will save us even more each year. Was a good move for us.