Precedence Private Wealth not only manages your investments, but also takes a comprehensive approach that ensures you maximize each and every aspect of your finances.* We'll match your investments to your specific needs, really listen, and we'll meet with you at least twice per year to review your portfolio and your strategy.
How big their firm is, how many billions in assets they manage, their general reputation and experience, and their great knowledge of financial instruments. You see, planning your financial future is no easy task. In fact, planning is hardly about just putting together a portfolio and reviewing it twice a year.
How big their firm is, how many billions in assets they manage, their general reputation and experience, and their great knowledge of financial instruments. You see, planning your financial future is no easy task. In fact, planning is hardly about just putting together a portfolio and reviewing it twice a year.
Services
Tangible tax advantages are not achieved simply by filing a return. They involve thorough and precise discussions, as well as upfront, proactive planning. Merely making suggestions once the year-end has already passed is what we call "reactive planning, " and that provides ZERO value to you. It will include a detailed overview of ALL available tax credits and possible tax benefits that are to be maximized.
Every year Canadians line up to direct their savings toward retirement plans within their pensions and RRSPs. After all, these are very good ways to maximize personal tax benefits and invest more than they likely would have been able to without these available benefits. But, little do these disciplined investors know that an enormous tax liability is building within these accounts.
The two highest expenses that Canadians often have is the income tax and the interest that they pay. This strategy helps Canadians reduce these two expenses by converting their mortgage interest into a tax deductible expense. This in turn provides additional tax refunds simply by making their regular mortgage payments.
The focus of the most successful and wealthiest individuals is to compound their money and earn multiple returns from a single dollar. But, little do most Canadians realize that this superpower lies within a century-old solution that is available to everyone regardless of current stature or position of wealth.
Reviews (10)
Tanya Hanton
Jan 01, 2022
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Sterling Beaudin
Jan 03, 2020
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Truly on a different level compared to any other advisors for investments or financial planning, especially in Saskatoon, but I would argue in Canada. Todd, Deanna and Stacey have been nothing but exceptional in all of their advice and planning they have done for our business and personally. I cannot recommend them enough.
Chong Sun
Aug 08, 2019
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Paul Savoie
Jan 23, 2018
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The team at Precedence has always provided me with sound advice that has made sense for me. They took the time to get to know my individual needs based on my work life, family life, etc. Based on what they learned from the questions they asked, they came up with a plan that made sense for me. If you want great advice and planning based on your unique individual needs then do yourself a favour and go see Precedence Private Wealth.
Stacy Gallant
Dec 21, 2017
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Conrad Neufeld
Nov 11, 2017
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Tawny Bley
Oct 13, 2017
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Shayne Beeler
Aug 23, 2017
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Jody Hanton
Aug 14, 2017
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My wife and I have been working with Todd, Deanna and the team for over 10 years. They handle everything from our investment portfolio, insurance, education savings, mortgage, retirement planning and accounting needs. We trust they have our families best interest in mind when advising us on any of our financial decisions.
Ryan Krebs
Aug 06, 2017
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