Precision Financial & Benefits - Saskatoon
Precision Financial | Saskatoon Financial Planner, Insurance, Investments - Precisionfinancial.ca
Precision Financial is a full service and trusted, Saskatoon based financial planner and financial advisor. We also offer Saskatoon life insurance solutions
About Precision Financial & Benefits
Born and raised in Saskatchewan, Curtis began his career in the financial services industry in 2001 while working with his father, who administers one of Canada’s largest specialty market Third Party Administrators (TPA) of pension and group insurance services. Further in this role he gained tremendous knowledge regarding the administration and development of group insurance, pension and retirement products. Additionally, his primary duties was to liaise with the TPA’s primary stakeholders and partners, hence aiding in the negotiation of benefit delivery with the Federal Government. Likewise, relationship management was one of his strongest qualities and in 2004 he decided to take his passion for helping his clients meet their financial goals to the next level. Curtis became licensed to offer individual financial planning as an independent advisor.
Contact Precision Financial & Benefits
| Address : | 2366 Ave C North #285, Saskatoon, SK S7L 5X5, Canada |
| Phone : | 📞 +9 |
| Postal code : | 7 |
| Website : | http://www.precisionfinancial.ca/ |
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| City : | L |
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★ ★ ★ ★ ★ Curtis and his team at Precision Financial are down to earth and extremely competent. You will find that this business is built on Honesty and Integrity. I would definitely recommend speaking with Curtis and his team. Precision will ensure your needs are met and give you the best opportunities!
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Chris Istace on Google
★ ★ ★ ★ ★ I first met Curtis as he reached out to me to let me know about the products he was offering. Over time this relationship evolved int a trusted friendship as a testament to how much personal attention he gives his client. With the level of service and knowledge within his field I have invested a large portion of my investment portfolio within his capable hands. If you have your standard ETF and Mutual Fund products in line elsewhere it is worth reaching out to Precision Financial to explore the many other options available beyond the conventional banking industry. I recommend Curtis and his company.
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Vernon Boldick on Google
★ ★ ★ ★ ★ Curtis has been taking care of my finances for a few years now. He is honest, intelligent and forthright. He has navigated my families finaces and given solid advice every step of the way. He does his research and is well tuned into the different markets. I highly reccomend Curtis to anyone looking to grow their finances.
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Lisa Harder on Google
★ ★ ★ ★ ★ Curtis is extremely knowledgeable, down to earth, and responsive to clients' requests and needs. He explains things in a manner that makes financial services easy to understand, and truly takes each client's unique situation into account when providing advice. I highly recommend using Curtis for all your financial services needs.
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Charles Broadsinger on Google
★ ★ ★ ★ ★ I have been with with Precision Financial for a number of months now and they have truly been a ★★★★★ experience.
I was incredibly nervous and had slight miss-trust when I was doing research into finding a financial investment firm. I contacted the usual people, banks and brokers to try to find the best place that would help me with my goals and everyone seemed to try to usher me towards their products and portfolios instead of the markets I was interested in. Curtis changed all that and helped me turn my goal into a workable reality.
I am very satisfied with the experience they have provided.
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Derek Yan on Google
★ ★ ★ ★ ★ I would recommend Curtis and his team to anyone looking for a good financial advisor. Curtis has helped me since 2009 and has consistently helped me with my financials ever since. Recently, I tasked Curtis on finding an impossible policy to cover my wife, who has Kidney Disease. Not only was he happy to take on the challenge, he came through with finding a policy to give her coverage.
This guy knows his stuff and knows what he’s doing!
Thanks Curtis!
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Ted Grondin on Google
★ ★ ★ ★ ★ We have been working with Curtis for over 5 years. During this period we transitioned from being business people, our business sale and into retirement. Curtis fully embraced our situation and possibly unique view of investing. Curtis has advocated for us when regulators thought we should be doing something different, convincing them that our portfolio holding were “right” for us.
I write this as the markets are in full meltdown. Fortunately, because of Curtis’ ongoing efforts, we are able to stand comfortably away from the market whirlpool knowing that a significant portion of our assets will weather this storm and those holdings we have that are market related are handled by the most skilled people in the investment business.
Throughout this trying time, Curtis has been in regular contact, providing updates and good sound advice.
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Lori Lefaivre on Google
★ ★ ★ ★ ★ Curtis is extremely intelligent, personable and trustworthy. When I retired a few years ago I put my complete trust in him after another friend/accountant made a recommendation to involve Curtis in my financial planning with my pension funds. I have not looked back since and have not regretted my decision one single bit. Thank you Curtis and Precision Financial. I would highly recommend you and your services to anyone!
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