Saskatoon Holistic Financial Planner | Financial Advisor - Serving you, your family & your business.
Precision Financial a full service, trusted, Saskatoon financial planner and financial advisor. We also offer life insurance, disability insurance, investment planning; and employee benefits consulting. We pride ourselves on being an honest, open; and transparent firm. We always put our clients best interests first.
Honest
We are a Saskatoon financial planner, financial advisor, life & disability insurance broker and investment planner. Our clients have trusted us with many aspects of their finances. We are honored to be the firm of choice for many individuals and families. Honesty and integrity is the pinnacle focus of our firm.
Transparent
Our firms core focus is providing our clients with unbiased advice with their best interests in mind. When you engage us as your Financial Planner we commit to offering you full transparency and disclosure throughout our relationship. You can feel comfortable and confident allowing us guide you through the complex world of investment planning with up front fee disclosure and ongoing reporting.
Client Focused
Whether you are a new or experienced individual looking for unique investment planning, we invite you to interview us. We have the knowledge, credentials, and experience to give you an exceptional client experience. Every aspect of your experience with Precision Financial is uniquely tailored to your best interests.
Our services
Financial Planning
We build comprehensive, personalized financial plans that evolve with you. Our process brings together investment planning, retirement, tax, and estate strategies — helping you make informed decisions today while staying prepared for tomorrow. Every plan is crafted to be clear, adaptable, and aligned with your life goals. Learn more
Investment Planning
Smart investing starts with clarity. Our investment planning process begins with understanding your goals, risk tolerance, and timeline — then building a strategy designed for lasting growth and protection. We’ll help you create a plan that balances opportunity with our holistic, well-rounded approach to long-term wealth management. Learn more
Life & Disability Insurance
As an independent licensed life and disability insurance brokerage, we offer access to Canada’s leading insurers to help protect what matters most. Whether it’s safeguarding income, providing for your family, or funding a business continuity plan, we’ll design coverage that fits your needs. Learn more
Employee Benefits
Our benefits specialists design, implement, and manage customized group benefit solutions that attract and retain great people. We compare plans across multiple carriers and negotiate directly on your behalf — ensuring your benefits are cost-effective, competitive, and tailored to your company’s culture and goals. Learn more
The blog
We have a lot of insights and advice when it comes to creating and maintaining wealth using a comprehensive financial plan. Check out our blog to read our thoughts on Retirement Planning, Life Insurance, Investments, and all things finance related.
Our blog is like a free consultation with one of our advisors! We aim to provide real, actionable insights in each and every post, and we're always eager to hear how we're doing, so please feel free to reach out with any questions, concerns, suggestions or feedback!
