Business Details
30 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Precision Wealth Management, we have dedicated ourselves to protecting and growing our clients' financial assets since 1996. Our team of experienced wealth advisors provides personalized financial planning, portfolio analysis, and investment management services tailored to individual goals. We serve clients across Canada and internationally, combining deep industry expertise with a fiduciary mindset to ensure every decision aligns with our clients' best interests.Our partnership with Q Wealth Partners grants access to specialized portfolio management while maintaining a focus on low-cost ownership and transparent fee-based structures. Through decades of combined experience, we deliver comprehensive solutions for tax planning, estate planning, retirement strategies, and insurance, prioritizing long-term financial security over short-term gains.
Services
Tax Planning
Estate Planning
Portfolio Analysis
Insurance Planning
Retirement Planning
Financial Planning
Details
- Year established: 1996
Highlights and features
- We offer personalized financial planning with a fiduciary duty to clients
- Our partnership with Q Wealth Partners provides access to specialized portfolio managers
- We implement broad asset allocation strategies for diversified investments
- Fee-based asset management ensures transparent and predictable costs
- Experienced team with decades of combined expertise in wealth management
Services
Tax Planning
Our tax planning services help clients optimize their financial strategies to minimize tax liabilities while maximizing long-term growth. We analyze individual circumstances to develop customized approaches that align with both current regulations and future financial goals. This service ensures clients maintain compliance while strategically positioning their assets for optimal tax efficiency.
Portfolio Analysis
Portfolio analysis evaluates investment allocations to ensure alignment with clients' risk tolerance, financial objectives, and market conditions. Through regular reviews, we adjust strategies to maintain optimal performance while balancing growth potential with risk management. This service helps clients adapt to changing life circumstances and market dynamics for sustained financial success.
Estate Planning
Estate planning services focus on preserving wealth for future generations through strategic asset distribution and legal documentation. We work with clients to create comprehensive plans that address tax implications, beneficiary designations, and legacy goals. Our approach ensures smooth transitions while minimizing administrative complexities for heirs.
Retirement Planning
Retirement planning develops sustainable income strategies to support clients' desired lifestyles during their post-career years. We assess current assets, projected expenses, and risk profiles to create tailored roadmaps for long-term financial security. This service incorporates tax-efficient withdrawal strategies and investment management to maintain purchasing power throughout retirement.
Insurance Planning
Insurance planning identifies appropriate coverage solutions to protect against financial risks and unexpected events. We evaluate clients' personal and business needs to recommend policies that provide adequate safeguards while integrating with overall wealth management strategies. This service ensures financial stability for dependents and business continuity in challenging circumstances.
People
James McInnis
Managing Partner, Precision Wealth Management
With over 20 years in investment management, James specializes in portfolio strategy and US equities. He holds a CFA designation and previously led teams at BCV Management and Cardinal Capital. Active in community service, he supports local charities and enjoys family time at their cottage.
Jake Steele
Managing Partner, Precision Wealth Management
Jake brings 15+ years of wealth advisory experience, focusing on client education and long-term investment strategies. A former competitive swimmer, he emphasizes market resilience and client engagement. He enjoys outdoor activities and family life in Vancouver's scenic communities.
Christopher Briggs
Managing Partner, Precision Wealth Management
With 20 years in financial services, Chris specializes in goals-based planning and client-centric solutions. He values collaboration over institutional approaches, prioritizing personalized service. An avid outdoors enthusiast, he actively participates in community-building initiatives with his family.
Iwona Nicastri
Wealth Advisor, Precision Wealth Management
Iwona offers comprehensive estate and financial planning for business owners and families. Holding CFP and CLU designations, she combines technical expertise with personalized service. Active in youth sports leadership, she balances professional commitments with family life on Vancouver Island.
Carly Broetz
Wealth Advisor, Precision Wealth Management
Carly specializes in long-term financial coaching, helping clients achieve family-oriented financial goals. With a business administration background, she leverages small-town values in financial planning. She enjoys coastal outdoor activities and promotes collaborative team dynamics at Precision Wealth.
Questions
What financial planning services do you offer?
We provide tax planning, estate planning, retirement strategies, insurance solutions, and comprehensive portfolio management tailored to individual client needs.
How do you differ from traditional banks?
We offer independent, fee-based advice without product commissions, focusing on personalized solutions rather than standardized banking products.
What GIC rates are currently available?
Current rates as of October 14, 2025: 1-Year 3.70%, 2-Year 3.73%, 3-Year 3.57%, 4-Year 3.66%, 5-Year 3.63%.
How does your partnership with Q Wealth work?
Q Wealth handles investment management while we focus on client relationships, combining specialized expertise with personalized service delivery.
Do you work with international clients?
Yes, we serve clients globally while maintaining our Canadian regulatory compliance and local market expertise.
Reviews (1)
Dini Cobb
Jan 10, 2021
Report
Positive:Professionalism
Christopher Briggs is professional and knowledgeable. He is well prepared with questions, thoughts and suggestions regarding financial planning. I would, and have recommended him many times to others.
Christopher Briggs is professional and knowledgeable. He is well prepared with questions, thoughts and suggestions regarding financial planning. I would, and have recommended him many times to others.
