BS
Client Service Manager
HD
Client Service Manager
JB
Client Service Manager
LK
Client Service Manager
TL
Client Service Manager
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Precision Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
147 Harrison Ave, Parksville, British Co...Phone Number
(250) 954-0247Website
www.precisionwealth.caRevenue
<$5 MillionIndustry
About Precision Wealth Management
Precision Wealth Management is registered with FundEX Investments Inc., a global company that allows us to offer our clients an unparalleled range of options which are never limited to proprietary products. FundEX Investments provides independent financial advisors with mutual funds, offering a unique flat fee investment platform to help financial advisors and their clients be more successful. Founded in 1992, FundEX is built on one core value: to encourage the independence of the nation's financial advisors and revolutionize the industry. Today, FundEX proudly supports Precision Wealth Management and more than 700 other financial advisors with more than 14 billion in assets.Explore more
Precision Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Precision Wealth Manageme...
<$5M
1-10
Private
-
1992
SB
Shannon BenoitLicensed Insurance Advisor & Client Service Manager
Precision Wealth Management Tech Stack
A closer look at the technologies used by Precision Wealth Management
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Frequently Asked Questions Regarding Precision Wealth Management
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Precision Wealth Management is registered with FundEX Investments Inc., a global company that allows us to offer our clients an unparalleled range of options which are never limited to proprietary products. FundEX Investments provides independent financial advisors with mutual funds, offering a unique flat fee investment platform to help financial... Read More
