Precedence Private Wealth - Saskatoon
4.7/5
★
based on 8 reviews
The question is:
HOW?How do they go about actually delivering what they promise?
Well, they don't.
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. Nowadays, any robot can do that.
Contact Precedence Private Wealth
| Address : | 300 - 230 22 St E, Saskatoon, SK S7K 0E9, Canada |
| Phone : | 📞 +77 |
| Postal code : | 7 |
| Website : | http://www.precedencewealth.com/ |
| Categories : | |
| City : | K |
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Stacy Gallant on Google
★ ★ ★ ★ ★ Had a great conversation withTodd Mclay the owner of Precedence Wealth Management. Solid money management with a long term investment philosophy.
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Tawny Bley on Google
★ ★ ★ ★ ★ Precedence Private Wealth has been such a pleasure to work with over the years. Highly recommend to anyone looking to further their financial planning path!
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Conrad Neufeld on Google
★ ★ ★ ★ ★ Have been working with Todd and his team for a few years now. They are knowledgeable and take the time to answer all my questions while helping me make the best decision for my financial situation.
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Chong Sun on Google
★ ★ ★ ★ ★ We have received excellent and professional services from Stacey , Todd and their team for years. It's a truly pleasure to work with them.
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Ryan Krebs on Google
★ ★ ★ ★ ★ Thanks to Precedence Private Wealth for your exceptional service and expertise with our Financial Planning, Tax Deductible Mortgage Strategy and Life Insurance. Your guidance has given us many opportunities that would not have be obtainable otherwise.
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Paul Savoie on Google
★ ★ ★ ★ ★ 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.
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Sterling Beaudin on Google
★ ★ ★ ★ ★ 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.
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Tanya Hanton on Google
★ ★ ★ ★ ★ Always checking in and making sure things are in your best interest, not theirs! Would highly recommend them to any of my family and friends!
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