Precision Wealth Management

Precision Wealth Management

Three Key Differences – Drivers of Value Just another financial advisory or something different?

We are not an answer first shop. We start by asking the right questions. This is our discovery phase. Before we can remedy, we must diagnose.

The second aspect of being different is being independent. The best advantage of being licensed with Manulife Securities, a wholly-owned subsidiary of Manulife Financial, is the size, scale and global reach of this company combined with the freedom for Advisors to recommend that which we feel is in our clients best interest.

While we endeavour to deliver a client experience that is different in many ways the third point of differentiation is our scale. We are not here to manage hundreds of millions for thousands of families.

At Precision Wealth we are all about focused, boutique style service, all-encompassing and thorough delivery of financial solutions to a manageable client base.

Address

  • 147 Harrison Ave
  • Parksville
  • British Columbia
  • V9P 1K7

Contact

  • Telephone: (250) 954-0247
  • Fax: (250) 954-0257
  • This email address is being protected from spambots. You need JavaScript enabled to view it.

Visits to this page

2865