About Precedence Private Wealth
Reviews for Precedence Private Wealth
Write a reviewHours
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Precedence Private Wealth is a professional team that puts clients' best interests first. They provide diligent support for investments, ensuring clients don't have to worry about their financial plans. The team offers valuable advice on forming corporations and partnerships, guiding clients through complex decisions. Known for care and excellent service, they are highly recommended for their dedication and personalized approach to helping families and businesses succeed.
To the Precendence Team...This year has to be the strangest year of my career. Your team has done a couple of wonderful things for me -- first, I don't have to give my investments a second thought. I am confident that Precedence is working diligently on my behave. Second JD's advice helped us form the corporation and partnership agreements -- his insight was invaluable to get us on the right road, mean while Doug has been there to help guide me as well.In short, I appreciate the work your team is doing for my family and business. I look forward to many years to come!
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.
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.