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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

Precision Wealth Management

Planning for financial security is more than just an investment strategy. Our approach to investing is based on a fundamental set of beliefs. It's a rush!

We are guided by these beliefs and have based our approach to investment markets on the following:

Start with knowing yourself. First, a RISK assessment. Accept that you must take on a certain level of uncertainty to achieve better long term results. Know how much risk you can live with and make sure your portfolio aligns with this. Typical guiding factors are age - the older you are the less ris

k is generally acceptable. Also to be considered, the extent to which you need to take on risk. If you are behind in your target savings – then perhaps you ramp up the risk to make up for lost time. If you're well on track you can dial down the risk as you just don't need to stick your neck out. Second, a realistic expectation of RETURNS. Typical returns in the 1980's through to the 'Tech' market run up in the late 90's were in the 15% per year range. This created expectations well detached from what is sustainable. Author and Professor Jeremy Siegel, in his book Stocks for the Long Run, shows that 7% annual returns have been the standard for the past two centuries and he cautions that "future real returns on equities could be 1-2 percentage points lower". Don't disappoint yourself with unrealistic expectations. And don't forget the ongoing aspect of investing that is a major determinant of long term success – REBALANCING. This simply allows investors to pare back holdings that have moved up rapidly and thus keep their desired allocation intact. While it seems counter-intuitive to take money from sectors that are working, and put it in sectors that are not working, you must view this as a long term strategy of selling high and buying low. And rebalancing does not mean some pre-determined interval and automating the decision. It should be done with some view of current conditions and the need to rebalance should be assessed at every review with your Advisor. It's 'time in the markets, not timing the markets, that counts'. There's plenty of advice about the hot equities to buy and the quick buck approaches that will lead you financial success. And it plays to the sheer appeal to try and time things. Most times this advice is dead wrong. And it's no way to save for your future. Dalbar, a prominent financial services consultant, found that from 1984 to 2000, the returns of the broad S&P 500 averaged 16.2% year. But the average equity fund investor had an annualized return of 5.32%. The reason? Active trading. Trying to time the market. To time the market you must be right when you sell and right when you buy and this must be repeated over and over. It won't happen. Equities, Funds or Indexing? It's a lot harder to find a stellar equity than a diversified fund. Funds give us the diversification we need (see below) and give us plenty of ways to view the history. Everyday we can find compelling analysis that tell us to buy a certain equity. It usually takes little time to find compelling reasons to sell the same equity. Opinion is divergent, more often than not. What do you believe? We believe that a sizable bet on a equity is a risky proposition – and no way to approach your future. As for the case of indexing versus managed funds? The merits of indexing derive from the abundance of badly managed, or overpriced (or both) funds. The good ones exist and have been consistent in delivering value. Too bad this story is so boring. But it is the way to plan your future. Diversify, Diversify. Spread your assets between different classes of investments that don't move in tandem. And today, the new mantra is diversification between products with different features. Some flexible, some guaranteed. Give yourself plenty of options. This is how to mitigate risk. Here are three tenets that have stood the test of time: i) Equities beat Fixed Income, Fixed Income beats Cash ii) Small Cap Equities beat Large Cap Equities iii) Value beats Growth

We create diversified plans that fit your risk profile. Plans that make sense and deliver long term value. It's your future and the consequences are huge.

08/18/2026

Markets may be moving faster than ever, but does that change what it means to be a successful long-term investor?

Recent market swings have highlighted how quickly sentiment can shift. Technology, greater access to investing, and the rapid flow of information have all contributed to a faster-moving investment landscape.

While the pace of change may be accelerating, history shows the principles of long-term investing remain the same.

As seasoned sailors remind us: keep your eye on the horizon, rather than the waves.

👉 Read more on the Live Wealthy Blog: https://bit.ly/4ifJDOz

08/10/2026

Market ups and downs are part of the journey but geopolitical shocks test even the most disciplined investors.

In April, markets staged one of the fastest recoveries on record, rebounding in just 11 days following the Iran Conflict. Investors who stepped out during the downturn risked missing the subsequent recovery.

History is consistent: disruptions happen roughly every two years. The best market days have often followed the worst. And re-entering at higher levels is harder than it sounds.

Read our latest blog to understand why a long-term plan is one of the most powerful tools in uncertain times: https://bit.ly/4bBPf1I

07/30/2026

Maintaining small and consistent habits builds discipline for bigger challenges.

The financial decisions made early may seem insignificant, but data shows they can be among the most impactful over time.

If you know a graduate this year, this one's worth passing along. 🎓

Read our latest Live Wealthy blog for the numbers every new grad should see: https://bit.ly/4wwjS0R

07/22/2026

We're excited to welcome a new member to the Precision Wealth family.

Balkiran Flora has joined our team as an Administrative Associate, supporting clients of the Precision Wealth Family Office. She comes to us from BMO, where she spent several years in wealth management operations, and she's already bringing her signature attention to detail and client-first approach to everything she does.

When she's not keeping things running smoothly, Balkiran loves trying new restaurants and spending time with family and friends. So if you have a Winnipeg food recommendation, she's all ears.

Welcome to the team, Balkiran. We're glad you're here!

07/15/2026

We're proud to share that Jen Clyne has officially become a Portfolio Manager with Q Wealth Partners!

This is a significant milestone in Jen's career and a reflection of the dedication, expertise, and commitment she brings to clients every day.

For our firm, it's more than a title. It strengthens our ability to provide access to discretionary portfolio management through Q Wealth and continue building a partnership that's equipped to serve clients well.

Congratulations, Jen, on this well-deserved achievement. We're excited to see the impact you'll continue to make for our clients and our team.

07/01/2026

Today we're stepping away from the markets and enjoying everything that makes this country worth working hard in.

From all of us at Precision Wealth Management, have a wonderful Canada Day!

06/21/2026

Bad puns, unsolicited advice, and somehow always knowing what to do. Dads have a way of showing up exactly when it counts.

Today we're celebrating the fathers, stepdads, and father figures behind our team. We snapped a few photos to prove they exist.

Happy Father’s Day!

06/03/2026

Precision Wealth Family Office is growing, and we are looking for an experienced Administrative Associate to join our team in Manitoba.

This is a client-facing, detail-oriented role at the heart of a boutique multi-family office serving high-net-worth professionals, entrepreneurs, and multi-generational families.

If you thrive in a high-trust environment where precision, proactivity, and relationship quality set the standard, this role was built for you.

👉 View the full job description and apply: https://bit.ly/4e07Vbs

05/10/2026

Mothers are the heart of everything. They are the first ones to cheer us on and also the quiet force behind so much of what we build in life.

From all of us at Precision Wealth, happy Mother's Day🌷

05/07/2026

Home prices have nearly quadrupled over 40 years, making property one of the most talked-about wealth-building tools in the country.

But the data tells a more nuanced story: since 1999, the S&P/TSX Composite has actually outpaced most major Canadian housing markets in annualized returns, something many investors don't realize.

👉 Read the latest insights from our Live Wealthy Blog: https://bit.ly/4nbH54q

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Website

http://www.precisionwealth.ca/

Address

147 Harrison Avenue
Parksville, BC
V9P2H7

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Precision Wealth Management

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