We invite you to get to know the team at Precision Financial.

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.

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 allowing us to help you navigate through the complex world of investment management with no hidden fees or costs.

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.

Born and raised in Saskatchewan, Curtis began his career in financial services in 2001, working alongside his father, who led one of Canada’s largest specialty Third Party Administrators (TPAs) of pension and group insurance plans. Those early years gave him a solid foundation in group benefits, pension, trusts administration, and retirement plan design — as well as valuable experience managing complex client relationships and government negotiations.  In 2004, Curtis became a licensed financial advisor and has since built a reputation for his thoughtful, strategic approach to wealth and estate planning. A lifelong learner, he has pursued advanced education throughout his career, earning multiple professional designations including Chartered Financial Planner®, Chartered Life Underwriter (CLU®), Elder Planning Counsellor (EPC™), and Trust and Estate Practitioner (TEP). He recently completed the Canadian Securities Course (CSC) and is currently pursuing his Chartered Investment Manager designation to deepen his investment management expertise.

In recent years, Curtis has guided Precision Financial Management through an exciting period of growth, welcoming a business partner to expand the firm’s depth and reach. This collaboration allows each partner to focus on distinct areas of expertise — from portfolio design and wealth management to advanced estate, tax, and business planning. Together, they’ve cultivated a multi-disciplinary approach that combines technical precision with personalized care, offering clients a truly integrated financial planning experience.

Curtis’s leadership also extends beyond his firm. As a board member of STEP Saskatchewan, he contributes to advancing education and best practices in trust and estate planning across the province. This role reflects his deep commitment to professional integrity, mentorship, and shaping the future of the financial planning profession.

Based in Saskatoon, Curtis balances his professional life with a deep love for family, community, and the outdoors. When not meeting with clients or contributing to his industry’s growth, he can often be found coaching youth soccer, playing guitar, or working on his latest motorsport or woodworking project — always with the same mix of precision, creativity, and heart that defines his work.

Shadd has been a dedicated professional in the financial services industry since 2006, bringing nearly two decades of experience and expertise to his clients and colleagues. His academic foundation is impressive, holding a Bachelor of Science in Computer Information Systems from DeVry University and a Bachelor of Business Operations from the DeVry Institute of Technology. In addition, Shadd has earned the esteemed Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute which binds him to a strict code of ethics, having a fiduciary responsibility to put his clients first and equips him to provide deeper investment solutions tailored to client needs.

Shadd’s career spans a diverse range of roles, including active trading, financial advisory, and leadership positions. His depth of knowledge and keen insights into market dynamics have positioned him as a trusted resource in the financial industry. Most recently, he served as a securities and market expert at a major Canadian Wealth Management firm, where he played a pivotal role in providing comprehensive advice to financial advisors and their clients, helping them navigate complex investment decisions and market trends.

In his most recent two roles, Shadd collaborated closely with interdisciplinary teams of subject matter experts to deliver holistic financial planning solutions. These roles honed his ability to develop tailored financial strategies that address a wide range of client needs, from investment planning and wealth preservation to retirement readiness and estate considerations. His collaborative approach and client-centric philosophy make him a valued advisor and mentor in the financial planning community.  Outside of his professional commitments, Shadd is known for his analytical mindset, his passion for empowering others through financial literacy, and his dedication to fostering long-term client success. His unique combination of technical acumen, market expertise, and personal engagement underscores his unwavering commitment to excellence.