Precision Wealth Management Employee Directory

Precision Wealth Management corporate office is located in 147 Harrison Ave, Parksville, British Columbia, V9P 2H7, Canada and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

Finance

Human Resources

Medical & Health

Key Employees of Precision Wealth Management

BS
Brittany Somme...
Client Service Manager
PhoneEmail
LK
Leanne King
Client Service Manager
PhoneEmail
JB
Jessica Broetz
Client Service Manager
PhoneEmail
SB
Shannon Benoit
Licensed Insurance Advisor & Client Service Manage...
PhoneEmail
TL
Tracy Levirs
Client Service Manager
PhoneEmail
HD
Heather Dougla...
Client Service Manager
PhoneEmail

Precision Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Precision Wealth Management

Hundreds of professionals searching for Precision Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CB
Carly Broetz
Email Direct
Wealth Advisor
Canada , British Columbia , Parksville

JM
James McInnis
Email Direct
Managing Partner, Precision Wealth Management Family Office. Senior Portfolio Manager, Investment Strategist, Quintessence Wealth
Canada , British Columbia , Parksville

TL
Tracy Levirs
Email Direct
Client Service Manager
Canada , British Columbia , Parksville

BS
Brittany Sommerfeld
Email Direct
Client Service Manager
Canada , British Columbia , Parksville

LH
Lynda Harris
Email Direct
Senior Wealth Advisor & Portfolio Manager, Co-Lead, Precision Wealth Family Office, Quintessence Wealth
Canada , British Columbia , Parksville

LK
Leanne King
Email Direct
Client Service Manager
Canada , British Columbia , Parksville

JB
Jessica Broetz
Email Direct
Client Service Manager
Canada , British Columbia , Parksville

IN
Iwona Nicastri
Email Direct
Wealth Advisor & Managing Partner & Precision Portfolio Manager, Quintessence Wealth Management Associate
Canada , British Columbia , Parksville

SB
Shannon Benoit
Email Direct
Licensed Insurance Advisor & Client Service Manager
Canada , British Columbia , Parksville

TB
Todd Boyd
Email Direct
Wealth Advisor
Canada , British Columbia , Parksville

TA
Tom Aldridge
Email Direct
Group Benefits Specialist
Canada , British Columbia , Parksville

HD
Heather Douglas
Email Direct
Client Service Manager
Canada , British Columbia , Parksville

Former Employees at Precision Wealth Management

Explore people who held key positions, contributed to Precision Wealth Management's success, and advanced their careers.

MC
Miles Clyne
Portfolio Manager, At ... at Quintessence Wealth
Worked as Wealth Advisor
at Precision Wealth Management (2025-2026)
Email Direct
CB
Christopher Briggs
Portfolio Manager at Quintessence Wealth
Worked as Wealth Advisor & Managing Partner
at Precision Wealth Management (2016-2026)
Email Direct
JC
Jennifer Clyne
Associate Portfolio Ma... at Quintessence Wealth
Worked as Title
at Precision Wealth Management (2026-2026)
Email Direct

Explore More

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Frequently Asked Questions Regarding Precision Wealth Management Employees

How many employees does Precision Wealth Management have?

Precision Wealth Management has 1-10 employees

Who are Precision Wealth Management key employees?

Some of Precision Wealth Management key employees are Brittany Sommerfeld, Leanne King, Jessica Broetz, Shannon Benoit, Tracy Levirs

Where is Precision Wealth Management located?

Precision Wealth Management’s headquarters are located at 147 Harrison Ave, Parksville, British Columbia, V9P 2H7, Canada

How do I contact Precision Wealth Management?

Precision Wealth Management Contact Info: Phone number: (250) 954-0247 Website: www.precisionwealth.ca

What does Precision Wealth Management do?

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

Is Precision Wealth Management a public company?

Precision Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Precision Wealth Management Employees