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Precision Wealth Management

Precision Wealth Management Verified by Uberall

5.0

(55 Reviews)

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Listed In: Financial Planning

Wealth is more than a just a number in your bank account. It's opportunity, freedom, peace of mind. It's being able to live life on your own terms, with the people you love. At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized… Read more

5.0

55 Reviews

Write a Review
Shawna Pealey

By Shawna Pealey on August 25, 2026 Verified by Google

We have been dealing with Precision Wealth for many years, and would highly recommend! Chris is a pleasure to work with, he is very knowledgeable and always communicates clearly, and always has our best interests in mind.

darrell robertson

By darrell robertson on June 18, 2026 Verified by Google

We recently had our annual meeting with Natalie and Chris. With Natalie going into a well deserved retirement Chris will be handling our portfolio. His knowledge and professionalism is obvious and we look forward to working with him. It is apparent that he has clients at the forefront. Now for the homework..

Christopher Boxall

By Christopher Boxall on June 2, 2026 Verified by Google

Chris has a great name, just like me! Great to deal with, has looked after us very well. Excellent communicator and very interested in our continued financial well being. We feel safe and secure with Chris looking after our investments.

Susan Doerksen

By Susan Doerksen on March 15, 2026 Verified by Google

We are so grateful to have Chris guiding us as we now onavigate retirement. The world is changing as fast as it is moving, and it is hard to keep up with it all. He is so knowledgeable and patient. We always feel a lot more positive about our Financial future, after chatting with him. He has helped us make dreams become possible. Leanne, his assistant, is lovely. They make a great team!

Shannon Wright

By Shannon Wright on February 12, 2026 Verified by Google

More than just a financial planner—a true partner.
It’s rare to find someone who combines high-level expertise with such a personal touch. Chris has earned our total trust by always doing what he says he’ll do. He has a remarkable way of looking ahead and anticipating what we need, often before we’ve even realized it ourselves. Knowing he is in our corner gives us so much confidence. We truly feel cared for, not just as clients, but as people.

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Precision Wealth Management 5.0 out of 5.0 based on 55 user reviews.

Precision Wealth Management
147 Harrison Avenue, Parksville, BC
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Additional Business Details

Business Hours

Monday 08:30AM - 04:00PM

Tuesday 08:30AM - 04:00PM

Wednesday 08:30AM - 04:00PM

Thursday 08:30AM - 04:00PM

Friday 08:30AM - 04:00PM

Services

Tax deferral strategies, Charitable trust setup, health insurance, Wealth preservation strategies, critical illness insurance, Trust planning, Private banking services, Emergency fund planning, Philanthropic financial advising, Education fund management, financial planning, wealth management, Real estate investment planning, ESG investing, RRIF conversion strategies, Family office management, Tax-efficient withdrawal strategies, Stock options planning, High-net-worth wealth strategies, Long-term care insurance consulting, Debt reduction, Financial literacy workshops, Tax audit support services, retirement income, Social Security optimization, Tax-loss harvesting, Divorce financial planning, GICs, Small business financial planning, disability insurance, Mortgage and loan analysis, Retirement lifestyle planning, ESOP planning (Employee Stock Ownership Plans), Cash flow analysis, College savings plans, Equity compensation planning, Estate tax mitigation planning, Credit score improvement planning, Pension plan advice, investment planning, Extended Medical planning, legacy planning, life insurance, Succession planning for businesses, Pension analysis, Charitable giving planning, retirement planning, financial management, Income tax optimization, RRSP to RRIF, investment management, Annuity evaluations

Email

info@precisionwealth.ca

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