At Precision Financial, we believe in Structured Investment Portfolios. As they say – “the house is only as good as its foundation“, we take the time to listen to our clients and find out their financial goals, and create a stable financial foundation from which to build on.
“We don’t need to reinvent the wheel. We simply help make yours the best!”
We have access to products and processes that are proprietary, and enable us to create that perfect financial future you and your family deserve. Is your current retirement and investment plan structured properly?
To us, an investment portfolio is a part of a plan. That plan may contain many aspects of financial products, but in the end – it is completely unique to you. At Precision Financial, we recognize that each one of our clients is unique, and so we design personalized financial plans from the ground up using state of the art software and the best financial tools available to us. Your new plan starts with a blank piece of paper, and great listeners.
Your financial picture is always changing and evolving. From changing jobs, starting a family, to selling your farm or business – we aim to meet with our clients on a regular basis to make sure their plan is always up to date and relevant. Regular, consistent interaction and communication with our clients is the best way to create a successful relationship with your financial coach.
Higher Yielding Investments
We pride ourselves on helping our clients choose higher yielding investments, specific to their risk tolerances and needs. Many investments have traditionally only been available to high net worth or sophisticated investors, however, there are more opportunities than ever before to “invest like the pros”.
“Supercharge your portfolio”
What does this mean for you? Radical new thinking about the way you invest.
A simple reallocation of your investments may be acceptable for some investment advisers – but that is not necessarily where it should end. Based on a comprehensive risk assessment and review, it may be suitable to use a portion of your current RRSPs and TFSAs and turn them into a more diversified portfolio using alternative investments. Many of these investments are asset-backed and provide real, tangible; and predictable returns – often with no or low management fees.
Tell us about your ideal retirement – and we’ll help you get there!