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, investments; and employee benefits consulting. We pride ourselves on being an honest, open; and transparent firm. We always put our clients best interests first.

Best Financial services in Saskatoon
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Honest

We are a Saskatoon financial planner, financial advisor, life insurance broker and investment advisor. 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 management with no hidden fees or costs.

Client Focused

Whether you are a new or experienced individual looking for unique investments, 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.

Learn about us

Check out our google reviews!

  • Curtis and his team at Precision Financial are down to earth and extremely competent. You will find that this business is built on Honesty and Integrity. I would definitely recommend speaking with Curtis and his team. Precision will ensure your needs are met and give you the best opportunities!
    - Josh (2017)
  • Curtis is fantastic. He gives you the time of day and shows you all of your options and helps you make the decision that is right for you. He always takes your phone call and answers everything for you. Can not recommend him enough.
    - Jason (2017)
  • I would recommend Curtis to everyone, he goes above and beyond for his clients!! He has helped me and my family immensely and we cannot thank him enough. Put your trust in him!!
    - Jarett (2015)
  • Curtis has a great depth of experience and knowledge. He provides different options and explains the pros/cons of which directions you can take. My experience as a customer has been very impressive and he clearly puts his clients first.
    - Shadd (2018)
  • I recommend Curtis to most of my friends. He's a guy you can trust, has a good handle on what YOU are comfortable investing in, and always feels like I'm sitting down with a friend who has my best interests at heart
    - Whitney (2018)
  • Precision has been incredible as our financial adviser, I highly recommend them. Curtis helped to set my family up in a way that best suits our every day living. As life ebbs and flows, he's always there to quickly answer questions, or meet with us if required; and always super accommodating regarding day and time to meet, and will come to us if it works best - which has proven to be exceptionally helpful.
    - Rébecca (2018)
  • Curtis has been taking care of my finances for a few years now. He is honest, intelligent and forthright. He has navigated my families finances and given solid advice every step of the way. He does his research and is well tuned into the different markets. I highly recommend Curtis to anyone looking to grow their finances.
    - Vernon (2018)

Our services

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Financial Planning

We are a Saskatoon Financial Planner offing full investment management services. Our clients receive custom designed, comprehensive plans that are individually tailored and easy to manage. Learn more

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Life & Disability Insurance

Precision Financial is a licensed Saskatoon life insurance & disability insurance brokerage. We offer simple, fast, & easy access to multiple insurance companies. Check out our free comparison tool! Learn more

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Employee Benefits

Our benefit specialists compare, design, implement; and actively manage your employee benefits plan. We can access products and services that our competitors may not have access to; which enables us to develop a customized solution for your company. Learn more

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Investments

We offer a full suite of segregated fund investment products. When appropriate, our licensed advisors may discuss with their clients a formal referral relationship with a sub-advisor, portfolio manager, or robo-advisor. Learn more

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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!

Navigating Pension Transfers and Financial Planning in Saskatoon

November 13, 2024

Decoding RRSPs and TFSAs from a Canadian Tax Angle

February 20, 2024

Unveiling the Magic of Registered Retirement Savings Plans (RRSPs) in Canada

February 1, 2024

Whole Life Insurance

December 6, 2023