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As professional financial advisors, we continually strive to see every client 'Live Wealthy' and realize all of their financial dreams.

Parksville, British Columbia
Joined May 2017
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Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. precisionwealth.ca/blog/mana…
Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. precisionwealth.ca/blog/shou…
Being invested can be one of the best ways to grow wealth over the longer term. Yet, after an extended period of gains, some investors may feel hesitant to put money to work in equity markets. Learn more through our latest blog post: precisionwealth.ca/blog/keep…
We may all benefit from some investing perspective as we enter into 2022. Who better to draw on for that wisdom than one of the most successful investors of our time, Warren Buffett. bit.ly/3p0EqxQ
The 2022 TFSA dollar limit is $6,000. This brings the total lifetime contribution limit to $81,500 for those eligible. Check out our latest blog post to learn if you may have unused contribution room. go.precisionwealth.ca/l/5791… bit.ly/3o0i8vu
Still, using GICs or traditional fixed income in your portfolio? At Precision Wealth Management we have solutions for you outside of the GIC and bond scope. Contact us to learn more! bit.ly/34dnU64
As a result of a confluence of factors — buoyant markets, social media influence and today’s ease of investing — we have been receiving more questions about young investors who want to open up a Tax-Free Savings Account (TFSA) for investing purposes. go.pardot.com/l/579151/2022-…
Responsible Investing (RI) is quickly growing to become a standard. With accelerating commitments by policymakers and business leaders to address environmental, social and governance (ESG) issues, RI has gained a greater focus in the investing world. precisionwealth.ca/blog/resp…
It is understandable that many of us prefer to avoid the subject of end-of-life planning, or at least try to put it off until the last moment. precisionwealth.ca/blog/esta…
The average cost of a Canadian home was around $164,000 when we started the millennium. In just over 20 years, this has risen to around $716,000. What is driving these increases? Learn more about how to approach the hot housing market now: precisionwealth.ca/blog/talk…
In married or common-law partnerships, using a spousal rollover has become a conventional strategy for many estate plans. However, in some cases, there may be reasons why it may not make sense. This week's blog post explains why: bit.ly/3rSbxUH
With over one trillion dollars of inheritances expected to be passed along over the next decade, taking action to preserve wealth across generations has never been more important. Here are a few things to consider: precisionwealth.ca/blog/esta…
While we should enjoy the market’s advances, we shouldn’t forget that patience, through time in the markets, is often key in helping to provide predictability in investment returns over time. bit.ly/3rntWZk
In April, the federal government released its first federal budget in two years. It extended various emergency benefits, resulting in a record deficit and significantly higher projected debt for the foreseeable future. To learn more visit our blog: precisionwealth.ca/blog/in-s…
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Most of the time, we are unaware of the noise and neglect it. Yet, by reducing it we can make better decisions. precisionwealth.ca/blog/cutt…
The rise and fall of GameStop (GME) shares captured the headlines in January. While it exposed the dangers of options trading, it highlighted a more endemic issue: the growing problem of wealth inequality. precisionwealth.ca/blog/the-…
Over the past year, the Canadian dollar has been gradually appreciating in value while USD has been losing its luster. Will the loonie continue its upward flight? This week's article breaks down Currency fluctuations through the Big Mac Model. precisionwealth.ca/blog/food…
Seasoned portfolio management also involves managing risk. This week’s article explains what might happen during a market downturn, and how an investment professional can help manage your emotions during these critical times. precisionwealth.ca/blog/beyo…
Worried about retirement? Specifically, about the cost of retirement and whether you will have enough money? If so, you’re not alone. This weeks article breaks down how much money you really need to retire. precisionwealth.ca/blog/how-…
This week’s article explains how to make diversification work to your financial benefit, and how it can protect your portfolio. precisionwealth.ca/blog/inve…